Computer implemented methods and apparatus to interact with records using a publisher of an information feed of an online social network

ABSTRACT

Disclosed are methods, apparatus, systems, and computer-readable storage media for interacting with records using a publisher configured to publish information to a feed of a social network. In some implementations, a computing device receives a request to interact with a child record related to a parent record stored in a database system. The request is generated via the publisher displayed in a user interface on a display device. The user interface is also configured to display the feed in association with an entity of the social network. Child record information indicating a type of the child record and field data to populate one or more fields of the child record can be received. The field data is differentiated from message content generated via the publisher to include in a feed item for presentation in the feed when displayed to one or more users following the parent record. The requested interaction with the child record can be performed using the child record information.

PRIORITY AND RELATED APPLICATION DATA

This patent document claims priority to co-pending and commonly assignedU.S. Provisional Patent Application No. 61/646,465, titled “System andMethod for Providing a Unified User Experience”, by Winters et al.,filed on May 14, 2012 (Attorney Docket No. 889PROV), which is herebyincorporated by reference in its entirety and for all purposes.

COPYRIGHT NOTICE

A portion of the disclosure of this patent document contains material,which is subject to copyright protection. The copyright owner has noobjection to the facsimile reproduction by anyone of the patent documentor the patent disclosure, as it appears in the Patent and TrademarkOffice patent file or records, but otherwise reserves all copyrightrights whatsoever.

TECHNICAL FIELD

This patent document relates generally to providing on-demand servicesin an online social network using a database system and, morespecifically, to techniques for interacting with records using apublisher to publish information to a feed of an online social network.

BACKGROUND

“Cloud computing” services provide shared resources, software, andinformation to computers and other devices upon request. In cloudcomputing environments, software can be accessible over the Internetrather than installed locally on in-house computer systems. Cloudcomputing typically involves over-the-Internet provision of dynamicallyscalable and often virtualized resources. Technological details can beabstracted from the users, who no longer have need for expertise in, orcontrol over, the technology infrastructure “in the cloud” that supportsthem.

Database resources can be provided in a cloud computing context.However, using conventional database management techniques, it isdifficult to know about the activity of other users of a database systemin the cloud or other network. For example, the actions of a particularuser, such as a salesperson, on a database resource may be important tothe user's boss. The user can create a report about what the user hasdone and send it to the boss, but such reports may be inefficient, nottimely, and incomplete. Also, it may be difficult to identify otherusers who might benefit from the information in the report.

BRIEF DESCRIPTION OF THE DRAWINGS

The included drawings are for illustrative purposes and serve only toprovide examples of possible structures and operations for the disclosedinventive systems, apparatus, and methods to interact with records usinga publisher to publish information to an information feed of an onlinesocial network. These drawings in no way limit any changes in form anddetail that may be made by one skilled in the art without departing fromthe spirit and scope of the disclosed implementations.

FIG. 1A shows a block diagram of an example of an environment 10 inwhich an on-demand database service can be used in accordance with someimplementations.

FIG. 1B shows a block diagram of an example of some implementations ofelements of FIG. 1A and various possible interconnections between theseelements.

FIG. 2A shows a system diagram illustrating an example of architecturalcomponents of an on-demand database service environment 200 according tosome implementations.

FIG. 2B shows a system diagram further illustrating an example ofarchitectural components of an on-demand database service environmentaccording to some implementations.

FIG. 3 shows a flowchart of an example of a method 300 for trackingupdates to a record stored in a database system, performed in accordancewith some implementations.

FIG. 4 shows a block diagram of an example of components of a databasesystem configuration 400 performing a method for tracking an update to arecord according to some implementations.

FIG. 5 shows a flowchart of an example of a method 500 for trackingactions of a user of a database system, performed in accordance withsome implementations.

FIG. 6 shows a flowchart of an example of a method 600 for creating anews feed from messages created by a user about a record or anotheruser, performed in accordance with some implementations.

FIG. 7 shows an example of a group feed on a group page according tosome implementations.

FIG. 8 shows an example of a record feed containing a feed trackedupdate, post, and comments according to some implementations.

FIG. 9A shows an example of a plurality of tables that may be used intracking events and creating feeds according to some implementations.

FIG. 9B shows a flowchart of an example of a method 900 forautomatically subscribing a user to an object in a database system,performed in accordance with some implementations.

FIG. 10 shows a flowchart of an example of a method 1000 for savinginformation to feed tracking tables, performed in accordance with someimplementations.

FIG. 11 shows a flowchart of an example of a method 1100 for reading afeed item as part of generating a feed for display, performed inaccordance with some implementations.

FIG. 12 shows a flowchart of an example of a method 1200 for reading afeed item of a profile feed for display, performed in accordance withsome implementations.

FIG. 13 shows a flowchart of an example of a method 1300 of storingevent information for efficient generation of feed items to display in afeed, performed in accordance with some implementations.

FIG. 14 shows a flowchart of an example of a method 1400 for creating acustom feed for users of a database system using filtering criteria,performed in accordance with some implementations.

FIG. 15 shows a flowchart of an example of a computer implemented method1500 to interact with records using a publisher to publish informationto an information feed of an online social network, performed inaccordance with some implementations.

FIG. 16 shows a flowchart of an example of a computer implemented method1600 to interact with records using a publisher to publish informationto an information feed of an online social network, performed inaccordance with some implementations.

FIG. 17 shows a flowchart of an example of a computer implemented method1700 for presenting a record in an information feed of an online socialnetwork, performed in accordance with some implementations.

FIG. 18 shows an example of a group page 1800 in the form of a graphicaluser interface (GUI) as displayed on a display device, according to someimplementations.

FIG. 19 shows an example of a group page 1900 in the form of a GUI asdisplayed on a display device, according to some implementations.

FIG. 20 shows an example of an account page 2000 in the form of a GUI asdisplayed on a display device, according to some implementations.

FIG. 21 shows an example of a deal page 2100 in the form of a GUI asdisplayed on a display device, according to some implementations.

FIG. 22 shows an example of a case page 2200 in the form of a GUI asdisplayed on a display device, according to some implementations.

FIG. 23 shows an example of a group page 2300 in the form of a GUI asdisplayed on a display device, according to some implementations.

FIG. 24 shows an example of a group page 2400 in the form of a GUI asdisplayed on a display device, according to some implementations.

FIG. 25 shows an example of a group page 2500 in the form of a GUI asdisplayed on a display device, according to some implementations.

FIG. 26 shows an example of an account page 2600 in the form of a GUI asdisplayed on a display device, according to some implementations.

FIG. 27 shows an example of an account page 2700 in the form of a GUI asdisplayed on a display device, according to some implementations.

DETAILED DESCRIPTION

Examples of systems, apparatus, and methods according to the disclosedimplementations are described in this section. These examples are beingprovided solely to add context and aid in the understanding of thedisclosed implementations. It will thus be apparent to one skilled inthe art that implementations may be practiced without some or all ofthese specific details. In other instances, certain process/methodoperations, also referred to herein as “blocks,” have not been describedin detail in order to avoid unnecessarily obscuring implementations.Other applications are possible, such that the following examples shouldnot be taken as definitive or limiting either in scope or setting.

In the following detailed description, references are made to theaccompanying drawings, which form a part of the description and in whichare shown, by way of illustration, specific implementations. Althoughthese implementations are described in sufficient detail to enable oneskilled in the art to practice the disclosed implementations, it isunderstood that these examples are not limiting, such that otherimplementations may be used and changes may be made without departingfrom their spirit and scope. For example, the blocks of methods shownand described herein are not necessarily performed in the orderindicated. It should also be understood that the methods may includemore or fewer blocks than are indicated. In some implementations, blocksdescribed herein as separate blocks may be combined. Conversely, whatmay be described herein as a single block may be implemented in multipleblocks.

Various implementations described or referenced herein are directed todifferent methods, apparatus, systems, and computer-readable storagemedia for creating records using a publisher of an information feed inan online social network, also referred to herein as a social networkingsystem. One example of an online social network is Chatter®, provided bysalesforce.com, inc. of San Francisco, Calif. Online social networks areincreasingly becoming a common way to facilitate communication amongpeople and groups of people, any of whom can be recognized as users of asocial networking system. Some online social networks can be implementedin various settings, including organizations, e.g., enterprises such ascompanies or business partnerships, academic institutions, or groupswithin such an organization. For instance, Chatter® can be used byemployee users in a division of a business organization to share data,communicate, and collaborate with each other for various purposes.

In some online social networks, users can access one or more informationfeeds, which include information updates presented as items or entriesin the feed. Such a feed item can include a single information update ora collection of individual information updates. A feed item can includevarious types of data including character-based data, audio data, imagedata and/or video data. An information feed can be displayed in agraphical user interface (GUI) on a display device such as the displayof a computing device as described below. The information updates caninclude various social network data from various sources and can bestored in an on-demand database service environment. In someimplementations, the disclosed methods, apparatus, systems, andcomputer-readable storage media may be configured or designed for use ina multi-tenant database environment.

In some implementations, an online social network may allow a user tofollow data objects in the form of records such as cases, accounts, oropportunities, in addition to following individual users and groups ofusers. The “following” of a record stored in a database, as described ingreater detail below, allows a user to track the progress of thatrecord. Updates to the record, also referred to herein as changes to therecord, are one type of information update that can occur and be notedon an information feed such as a record feed or a news feed of a usersubscribed to the record. Examples of record updates include fieldchanges in the record, updates to the status of a record, as well as thecreation of the record itself. Some records are publicly accessible,such that any user can follow the record, while other records areprivate, for which appropriate security clearance/permissions are aprerequisite to a user following the record.

Information updates can include various types of updates, which may ormay not be linked with a particular record. For example, informationupdates can be user-submitted messages or can otherwise be generated inresponse to user actions or in response to events. Examples of messagesinclude: posts, comments, indications of a user's personal preferencessuch as “likes” and “dislikes”, updates to a user's status, uploadedfiles, and hyperlinks to social network data or other network data suchas various documents and/or web pages on the Internet. Posts can includealpha-numeric or other character-based user inputs such as words,phrases, statements, questions, emotional expressions, and/or symbols.Comments generally refer to responses to posts, such as words, phrases,statements, answers, questions, and reactionary emotional expressionsand/or symbols. Multimedia data can be included in, linked with, orattached to a post or comment. For example, a post can include textualstatements in combination with a JPEG image or animated image. A like ordislike can be submitted in response to a particular post or comment.Examples of uploaded files include presentations, documents, multimediafiles, and the like.

Users can follow a record by subscribing to the record, as mentionedabove. Users can also follow other entities such as other types of dataobjects, other users, and groups of users. Feed tracked updatesregarding such entities are one type of information update that can bereceived and included in the user's news feed. Any number of users canfollow a particular entity and thus view information updates pertainingto that entity on the users' respective news feeds. In some socialnetworks, users may follow each other by establishing connections witheach other, sometimes referred to as “friending” one another. Byestablishing such a connection, one user may be able to see informationgenerated by, generated about, or otherwise associated with anotheruser. For instance, a first user may be able to see information postedby a second user to the second user's personal social network page. Oneimplementation of such a personal social network page is a user'sprofile page, for example, in the form of a web page representing theuser's profile. In one example, when the first user is following thesecond user, the first user's news feed can receive a post from thesecond user submitted to the second user's profile feed, also referredto herein as the user's “wall,” which is one example of an informationfeed displayed on the user's profile page.

In some implementations, an information feed may be specific to a groupof users of an online social network. For instance, a group of users maypublish a news feed. Members of the group may view and post to thisgroup feed in accordance with a permissions configuration for the feedand the group. Information updates in a group context can also includechanges to group status information.

In some implementations, when data such as posts or comments input fromone or more users are submitted to an information feed for a particularuser, group, object, or other construct within an online social network,an email notification or other type of network communication may betransmitted to all users following the user, group, or object inaddition to the inclusion of the data as a feed item in one or morefeeds, such as a user's profile feed, a news feed, or a record feed. Insome online social networks, the occurrence of such a notification islimited to the first instance of a published input, which may form partof a larger conversation. For instance, a notification may betransmitted for an initial post, but not for comments on the post. Insome other implementations, a separate notification is transmitted foreach such information update.

Some implementations of the disclosed systems, apparatus, methods, andcomputer readable storage media are configured to provide a unified userinterface that enables a user to interact with records using an onlinesocial network such as Chatter® offered by salesforce.com, inc. Forinstance, the disclosed techniques can be implemented to create andupdate fields of a Customer Relationship Management (CRM) object such asan account, a lead, a contact, a task, and/or an opportunity using apublisher of an information feed.

As more and more users and organizations migrate toward morecollaborative sharing models to communicate and conduct business, thereis a desire to expose, enhance and better utilize structured informationstored in traditional CRM systems and unstructured information, such asemails, text messages, and posts in a feed. Conventionally, CRM systemsand online social networking tools separately co-exist. Structuredinformation is often organized, categorized and searchable and can beeasily stored, for instance, in a relational database. In contrast,unstructured information lacks any such structure. For example, a postor a comment to a feed can be stored by date, time, and by the user whosubmitted it, but the content of the information update remainsunstructured and not easily searchable. However, as noted above,businesses can use online social networks such as Chatter® tocommunicate and collaborate about CRM objects. As such, a significantand pertinent amount of useful business information about accounts,cases and other CRM objects is generated in an unstructured form in afeed, but is not easily accessible from CRM system.

In some CRM systems, a user may access different applicationsspecifically configured to interact and interface with CRM databases tocreate, view and update records. Then, the user separately accesses anonline social network, like Chatter®, to collaborate with other usersabout newly created and/or updated records. The separation betweentraditional CRM systems and online social networking tools can presentsome drawbacks.

In an illustrative example, a record, such as a K-Kola account, isreferenced by different entities, such as contacts, opportunities,tasks, contracts, documents, emails, information updates andconversation threads. However, the K-Kola account page in a CRM systemmay only include recent account updates, and may not identify recentmessages, conversation threads, contacts, tasks, or other recordsrelated to the account. In this scenario, if a user desires to view allrelevant information about the K-Kola account, he may have to navigateto each contact, opportunity, task, etc. and perform numerous databasequeries to retrieve relevant information. Then, further searches throughposts and comments in relevant users' profile feeds, emails, and aK-Kola group feed may be needed to retrieve all relevant messages andconversations about the account. As such, the onus is on the user tomentally compile all of the relevant information of the account anddetermine how the information discussed in the group feed or in an emailis related to the account in order to obtain a comprehensiveunderstanding about the K-Kola account.

As the example illustrates, the burden is on the user to switch andnavigate among different applications to find, view, digest and discussinformation related to a record with other users. Additionally, the onusis on the user to search and compile all of the relevant information ofa record to obtain a holistic understanding of the record. This can becumbersome, time consuming and unproductive.

As noted above, some of the disclosed implementations are directed atmechanisms to provide a unified user interface that enables a user tocreate and update database records using an online social network. Inother words, online social networks, such as Chatter® and Facebook®, areused as the main interface to interact with records of a CRM system. Insome instances, the disclosed systems, apparatus, methods, and computerreadable storage media are configured for interacting with a recordusing a publisher of an information feed. For example, a user, MadisonRigsby, may navigate to an account page of ABC Store. In this example,Madison may select a button displayed in a user interface to indicatethat she wishes to create a new opportunity. The publisher automaticallygenerates a form for Madison to enter details about the opportunity,such as the name of the opportunity, the account or accounts that theopportunity is related to, the monetary amount of the opportunity, aclosing date, and various other information related to the opportunity.Additionally, Madison may use the publisher to post a message, such as acomment or a status update, to provide background information about thenew opportunity. In this example, Madison may compose a post such as,“We're going to start out small to test out the product on the bigisland with the plan of extending distribution state-wide within 3months.”

Using the publisher, Madison can create a new opportunity in a databasesystem. The creation of the new opportunity or any other type of recordvia the publisher may trigger a feed tracked update that results in afeed item including information describing the new opportunity to bedisplayed in an information feed of the ABC Store page. In this way,using a publisher of an online social network, Madison can easilymanipulate and interact with traditional CRM objects as well as generateunstructured information, such as comments and status updates to bepublished to a feed, to provide useful business content about theopportunity. In this example, Madison provides an explanation of why theopportunity is small and describes future business plans. As such, thepublisher provides a main interface to interact with and view relevantinformation of and about records, without the need to switch amongdifferent applications or interfaces.

In some implementations, a feed item that includes information about arecord may include selectable actions to interact with the record. Forexample, the selectable action may be a “like” button or a text box toinclude a comment. In other examples, the selectable action may includea graphical button to create and assign a task related to a record, suchas an opportunity. In other examples, the selectable action may be usedto create other types of records, such as contacts or an event relatedto the opportunity.

Furthermore, the mechanisms described herein may allow a user to createa record using a publisher and also view contextual and historical dataof the new and related records by displaying the information in aninformation feed. For example, with reference to the ABC Store accountexample discussed above, the account page may display a feed item in aninformation feed that includes information describing the newopportunity discussed above, as well as information identifying otherrecords related to the ABC Store account, such as other opportunities,cases, contacts and tasks. Additionally, ABC store's information feedmay include feed items in the form of user-submitted posts and comments.

In some implementations, the selection of information related to arecord to include in a feed item may depend on one or more factors. Forexample, the information displayed in an information feed may depend ona user's permission and clearance to view certain types of information.In another example, the information displayed in the information feedmay depend on other factors, such as a role of a user in anorganization, an indication that an update to a record was performed bya designated entity, and/or various other factors. In instances where auser's permissions or clearance to interact with a record is a factor,it should be understood that implicit groups of users can be definedwhen any such users have the same permission(s) with respect to therecord. The implicit group of users thus has an implicit unified feed ofdata in the form of the record feed that is secure for that group. Theshared permissions to a specific record essentially define the impliedgroup. For example, in one organization, a subset of the employees hasaccess to Opportunity A but not to Opportunities B and C. Permissionsare defined to give the subset of employees specific rights to accessand interact with the Opportunity A record. Thus, the subset ofemployees are an implied group by virtue of their shared permissions toOpportunity A, and those employees can work and collaborate with eachother as a unified group in a feed including feed items pertaining toOpportunity A and any child records of Opportunity A. Explicit groups ofusers can be defined within or outside of the implied group.

These and other implementations may be embodied in various types ofhardware, software, firmware, and combinations thereof. For example,some techniques disclosed herein may be implemented, at least in part,by computer-readable media that include program instructions, stateinformation, etc., for performing various services and operationsdescribed herein. Examples of program instructions include both machinecode, such as produced by a compiler, and files containing higher-levelcode that may be executed by a computing device such as a server orother data processing apparatus using an interpreter. Examples ofcomputer-readable media include, but are not limited to, magnetic mediasuch as hard disks, floppy disks, and magnetic tape; optical media suchas CD-ROM disks; magneto-optical media; and hardware devices that arespecially configured to store program instructions, such as read-onlymemory (“ROM”) devices and random access memory (“RAM”) devices. Theseand other features of the disclosed implementations will be described inmore detail below with reference to the associated drawings.

The term “multi-tenant database system” can refer to those systems inwhich various elements of hardware and software of a database system maybe shared by one or more customers. For example, a given applicationserver may simultaneously process requests for a great number ofcustomers, and a given database table may store rows of data such asfeed items for a potentially much greater number of customers. The term“query plan” generally refers to one or more operations used to accessinformation in a database system.

A “user profile” or “user's profile” is generally configured to storeand maintain data about a given user of the database system. The datacan include general information, such as name, title, phone number, aphoto, a biographical summary, and a status, e.g., text describing whatthe user is currently doing. As mentioned below, the data can includemessages created by other users. Where there are multiple tenants, auser is typically associated with a particular tenant. For example, auser could be a salesperson of a company, which is a tenant of thedatabase system that provides a database service.

The term “record” generally refers to a data entity, such as an instanceof a data object created by a user of the database service, for example,about a particular (actual or potential) business relationship orproject. The data object can have a data structure defined by thedatabase service (a standard object) or defined by a user (customobject). For example, a record can be for a business partner orpotential business partner (e.g., a client, vendor, distributor, etc.)of the user, and can include information describing an entire company,subsidiaries, or contacts at the company. As another example, a recordcan be a project that the user is working on, such as an opportunity(e.g., a possible sale) with an existing partner, or a project that theuser is trying to get. In one implementation of a multi-tenant databasesystem, each record for the tenants has a unique identifier stored in acommon table. A record has data fields that are defined by the structureof the object (e.g., fields of certain data types and purposes). Arecord can also have custom fields defined by a user. A field can beanother record or include links thereto, thereby providing aparent-child relationship between the records.

The terms “information feed” and “feed” are used interchangeably hereinand generally refer to a combination (e.g., a list) of feed items orentries with various types of information and data. Such feed items canbe stored and maintained in one or more database tables, e.g., as rowsin the table(s), that can be accessed to retrieve relevant informationto be presented as part of a displayed feed. The term “feed item” (orfeed element) refers to an item of information, which can be presentedin the feed such as a post submitted by a user. Feed items ofinformation about a user can be presented in a user's profile feed ofthe database, while feed items of information about a record can bepresented in a record feed in the database, by way of example. A profilefeed and a record feed are examples of different information feeds. Asecond user following a first user and a record can receive the feeditems associated with the first user and the record for display in thesecond user's news feed, which is another type of information feed. Insome implementations, the feed items from any number of followed usersand records can be combined into a single information feed of aparticular user.

As examples, a feed item can be a message, such as a user-generated postof text data, and a feed tracked update to a record or profile, such asa change to a field of the record. Feed tracked updates are described ingreater detail below. A feed can be a combination of messages and feedtracked updates. Messages include text created by a user, and mayinclude other data as well. Examples of messages include posts, userstatus updates, and comments. Messages can be created for a user'sprofile or for a record. Posts can be created by various users,potentially any user, although some restrictions can be applied. As anexample, posts can be made to a wall section of a user's profile page(which can include a number of recent posts) or a section of a recordthat includes multiple posts. The posts can be organized inchronological order when displayed in a graphical user interface (GUI),for instance, on the user's profile page, as part of the user's profilefeed. In contrast to a post, a user status update changes a status of auser and can be made by that user or an administrator. A record can alsohave a status, the update of which can be provided by an owner of therecord or other users having suitable write access permissions to therecord. The owner can be a single user, multiple users, or a group. Inone implementation, there is only one status for a record.

In some implementations, a comment can be made on any feed item. In someimplementations, comments are organized as a list explicitly tied to aparticular feed tracked update, post, or status update. In someimplementations, comments may not be listed in the first layer (in ahierarchal sense) of feed items, but listed as a second layer branchingfrom a particular first layer feed item.

A “feed tracked update,” also referred to herein as a “feed update,” isone type of information update and generally refers to data representingan event. A feed tracked update can include text generated by thedatabase system in response to the event, to be provided as one or morefeed items for possible inclusion in one or more feeds. In oneimplementation, the data can initially be stored, and then the databasesystem can later use the data to create text for describing the event.Both the data and/or the text can be a feed tracked update, as usedherein. In various implementations, an event can be an update of arecord and/or can be triggered by a specific action by a user. Whichactions trigger an event can be configurable. Which events have feedtracked updates created and which feed updates are sent to which userscan also be configurable. Messages and feed updates can be stored as afield or child object of the record. For example, the feed can be storedas a child object of the record.

A “group” is generally a collection of users. In some implementations,the group may be defined as users with a same or similar attribute, orby membership. In some implementations, a “group feed”, also referred toherein as a “group news feed”, includes one or more feed items about anyuser in the group. In some implementations, the group feed also includesinformation updates and other feed items that are about the group as awhole, the group's purpose, the group's description, and group recordsand other objects stored in association with the group. Threads ofinformation updates including group record updates and messages, such asposts, comments, likes, etc., can define group conversations and changeover time.

An “entity feed” or “record feed” generally refers to a feed of feeditems about a particular record in the database, such as feed trackedupdates about changes to the record and posts made by users about therecord. An entity feed can be composed of any type of feed item. Such afeed can be displayed on a page such as a web page associated with therecord, e.g., a home page of the record. As used herein, a “profilefeed” or “user's profile feed” is a feed of feed items about aparticular user. In one example, the feed items for a profile feedinclude posts and comments that other users make about or send to theparticular user, and status updates made by the particular user. Such aprofile feed can be displayed on a page associated with the particularuser. In another example, feed items in a profile feed could includeposts made by the particular user and feed tracked updates initiatedbased on actions of the particular user.

I. General Overview

Systems, apparatus, and methods are provided for implementing enterpriselevel social and business information networking. Such implementationscan provide more efficient use of a database system. For instance, auser of a database system may not easily know when important informationin the database has changed, e.g., about a project or client.Implementations can provide feed tracked updates about such changes andother events, thereby keeping users informed.

By way of example, a user can update a record, e.g., an opportunity suchas a possible sale of 1000 computers. Once the record update has beenmade, a feed tracked update about the record update can thenautomatically be provided, e.g., in a feed, to anyone subscribing to theopportunity or to the user. Thus, the user does not need to contact amanager regarding the change in the opportunity, since the feed trackedupdate about the update is sent via a feed right to the manager's feedpage or other page.

Next, mechanisms and methods for providing systems implementingenterprise level social and business information networking will bedescribed with reference to several implementations. First, an overviewof an example of a database system is described, and then examples oftracking events for a record, actions of a user, and messages about auser or record are described. Various implementations about the datastructure of feeds, customizing feeds, user selection of records andusers to follow, generating feeds, and displaying feeds are alsodescribed.

II. System Overview

FIG. 1A shows a block diagram of an example of an environment 10 inwhich an on-demand database service can be used in accordance with someimplementations. Environment 10 may include user systems 12, network 14,database system 16, processor system 17, application platform 18,network interface 20, tenant data storage 22, system data storage 24,program code 26, and process space 28. In other implementations,environment 10 may not have all of these components and/or may haveother components instead of, or in addition to, those listed above.

Environment 10 is an environment in which an on-demand database serviceexists. User system 12 may be implemented as any computing device(s) orother data processing apparatus such as a machine or system that is usedby a user to access a database system 16. For example, any of usersystems 12 can be a handheld computing device, a mobile phone, a laptopcomputer, a work station, and/or a network of such computing devices. Asillustrated in FIG. 1A (and in more detail in FIG. 1B) user systems 12might interact via a network 14 with an on-demand database service,which is implemented in the example of FIG. 1A as database system 16.

An on-demand database service, implemented using system 16 by way ofexample, is a service that is made available to outside users, who donot need to necessarily be concerned with building and/or maintainingthe database system. Instead, the database system may be available fortheir use when the users need the database system, i.e., on the demandof the users. Some on-demand database services may store informationfrom one or more tenants into tables of a common database image to forma multi-tenant database system (MTS). A database image may include oneor more database objects. A relational database management system(RDBMS) or the equivalent may execute storage and retrieval ofinformation against the database object(s). Application platform 18 maybe a framework that allows the applications of system 16 to run, such asthe hardware and/or software, e.g., the operating system. In someimplementations, application platform 18 enables creation, managing andexecuting one or more applications developed by the provider of theon-demand database service, users accessing the on-demand databaseservice via user systems 12, or third party application developersaccessing the on-demand database service via user systems 12.

The users of user systems 12 may differ in their respective capacities,and the capacity of a particular user system 12 might be entirelydetermined by permissions (permission levels) for the current user. Forexample, where a salesperson is using a particular user system 12 tointeract with system 16, that user system has the capacities allotted tothat salesperson. However, while an administrator is using that usersystem to interact with system 16, that user system has the capacitiesallotted to that administrator. In systems with a hierarchical rolemodel, users at one permission level may have access to applications,data, and database information accessible by a lower permission leveluser, but may not have access to certain applications, databaseinformation, and data accessible by a user at a higher permission level.Thus, different users will have different capabilities with regard toaccessing and modifying application and database information, dependingon a user's security or permission level, also called authorization.

Network 14 is any network or combination of networks of devices thatcommunicate with one another. For example, network 14 can be any one orany combination of a LAN (local area network), WAN (wide area network),telephone network, wireless network, point-to-point network, starnetwork, token ring network, hub network, or other appropriateconfiguration. Network 14 can include a TCP/IP (Transfer ControlProtocol and Internet Protocol) network, such as the global internetworkof networks often referred to as the “Internet” with a capital “I.” TheInternet will be used in many of the examples herein. However, it shouldbe understood that the networks that the present implementations mightuse are not so limited, although TCP/IP is a frequently implementedprotocol.

User systems 12 might communicate with system 16 using TCP/IP and, at ahigher network level, use other common Internet protocols tocommunicate, such as HTTP, FTP, AFS, WAP, etc. In an example where HTTPis used, user system 12 might include an HTTP client commonly referredto as a “browser” for sending and receiving HTTP signals to and from anHTTP server at system 16. Such an HTTP server might be implemented asthe sole network interface 20 between system 16 and network 14, butother techniques might be used as well or instead. In someimplementations, the network interface 20 between system 16 and network14 includes load sharing functionality, such as round-robin HTTP requestdistributors to balance loads and distribute incoming HTTP requestsevenly over a plurality of servers. At least for users accessing system16, each of the plurality of servers has access to the MTS' data;however, other alternative configurations may be used instead.

In one implementation, system 16, shown in FIG. 1A, implements aweb-based customer relationship management (CRM) system. For example, inone implementation, system 16 includes application servers configured toimplement and execute CRM software applications as well as providerelated data, code, forms, web pages and other information to and fromuser systems 12 and to store to, and retrieve from, a database systemrelated data, objects, and Webpage content. With a multi-tenant system,data for multiple tenants may be stored in the same physical databaseobject in tenant data storage 22, however, tenant data typically isarranged in the storage medium(s) of tenant data storage 22 so that dataof one tenant is kept logically separate from that of other tenants sothat one tenant does not have access to another tenant's data, unlesssuch data is expressly shared. In certain implementations, system 16implements applications other than, or in addition to, a CRMapplication. For example, system 16 may provide tenant access tomultiple hosted (standard and custom) applications, including a CRMapplication. User (or third party developer) applications, which may ormay not include CRM, may be supported by the application platform 18,which manages creation, storage of the applications into one or moredatabase objects and executing of the applications in a virtual machinein the process space of the system 16.

One arrangement for elements of system 16 is shown in FIGS. 1A and 1B,including a network interface 20, application platform 18, tenant datastorage 22 for tenant data 23, system data storage 24 for system data 25accessible to system 16 and possibly multiple tenants, program code 26for implementing various functions of system 16, and a process space 28for executing MTS system processes and tenant-specific processes, suchas running applications as part of an application hosting service.Additional processes that may execute on system 16 include databaseindexing processes.

Several elements in the system shown in FIG. 1A include conventional,well-known elements that are explained only briefly here. For example,each user system 12 could include a desktop personal computer,workstation, laptop, PDA, cell phone, or any wireless access protocol(WAP) enabled device or any other computing device capable ofinterfacing directly or indirectly to the Internet or other networkconnection. The term “computing device” is also referred to hereinsimply as a “computer”. User system 12 typically runs an HTTP client,e.g., a browsing program, such as Microsoft's Internet Explorer browser,Netscape's Navigator browser, Opera's browser, or a WAP-enabled browserin the case of a cell phone, PDA or other wireless device, or the like,allowing a user (e.g., subscriber of the multi-tenant database system)of user system 12 to access, process and view information, pages andapplications available to it from system 16 over network 14. Each usersystem 12 also typically includes one or more user input devices, suchas a keyboard, a mouse, trackball, touch pad, touch screen, pen or thelike, for interacting with a graphical user interface (GUI) provided bythe browser on a display (e.g., a monitor screen, LCD display, etc.) ofthe computing device in conjunction with pages, forms, applications andother information provided by system 16 or other systems or servers. Forexample, the user interface device can be used to access data andapplications hosted by system 16, and to perform searches on storeddata, and otherwise allow a user to interact with various GUI pages thatmay be presented to a user. As discussed above, implementations aresuitable for use with the Internet, although other networks can be usedinstead of or in addition to the Internet, such as an intranet, anextranet, a virtual private network (VPN), a non-TCP/IP based network,any LAN or WAN or the like.

According to one implementation, each user system 12 and all of itscomponents are operator configurable using applications, such as abrowser, including computer code run using a central processing unitsuch as an Intel Pentium® processor or the like. Similarly, system 16(and additional instances of an MTS, where more than one is present) andall of its components might be operator configurable usingapplication(s) including computer code to run using processor system 17,which may be implemented to include a central processing unit, which mayinclude an Intel Pentium® processor or the like, and/or multipleprocessor units. Non-transitory computer-readable media can haveinstructions stored thereon/in, that can be executed by or used toprogram a computing device to perform any of the methods of theimplementations described herein. Computer program code 26 implementinginstructions for operating and configuring system 16 to intercommunicateand to process web pages, applications and other data and media contentas described herein is preferably downloadable and stored on a harddisk, but the entire program code, or portions thereof, may also bestored in any other volatile or non-volatile memory medium or device asis well known, such as a ROM or RAM, or provided on any media capable ofstoring program code, such as any type of rotating media includingfloppy disks, optical discs, digital versatile disk (DVD), compact disk(CD), microdrive, and magneto-optical disks, and magnetic or opticalcards, nanosystems (including molecular memory ICs), or any other typeof computer-readable medium or device suitable for storing instructionsand/or data. Additionally, the entire program code, or portions thereof,may be transmitted and downloaded from a software source over atransmission medium, e.g., over the Internet, or from another server, asis well known, or transmitted over any other conventional networkconnection as is well known (e.g., extranet, VPN, LAN, etc.) using anycommunication medium and protocols (e.g., TCP/IP, HTTP, HTTPS, Ethernet,etc.) as are well known. It will also be appreciated that computer codefor the disclosed implementations can be realized in any programminglanguage that can be executed on a client system and/or server or serversystem such as, for example, C, C++, HTML, any other markup language,Java™, JavaScript, ActiveX, any other scripting language, such asVBScript, and many other programming languages as are well known may beused. (Java™ is a trademark of Sun Microsystems, Inc.).

According to some implementations, each system 16 is configured toprovide web pages, forms, applications, data and media content to user(client) systems 12 to support the access by user systems 12 as tenantsof system 16. As such, system 16 provides security mechanisms to keepeach tenant's data separate unless the data is shared. If more than oneMTS is used, they may be located in close proximity to one another(e.g., in a server farm located in a single building or campus), or theymay be distributed at locations remote from one another (e.g., one ormore servers located in city A and one or more servers located in cityB). As used herein, each MTS could include one or more logically and/orphysically connected servers distributed locally or across one or moregeographic locations. Additionally, the term “server” is meant to referto a computing device or system, including processing hardware andprocess space(s), an associated storage medium such as a memory deviceor database, and, in some instances, a database application (e.g.,OODBMS or RDBMS) as is well known in the art. It should also beunderstood that “server system” and “server” are often usedinterchangeably herein. Similarly, the database objects described hereincan be implemented as single databases, a distributed database, acollection of distributed databases, a database with redundant online oroffline backups or other redundancies, etc., and might include adistributed database or storage network and associated processingintelligence.

FIG. 1B shows a block diagram of an example of some implementations ofelements of FIG. 1A and various possible interconnections between theseelements. That is, FIG. 1B also illustrates environment 10. However, inFIG. 1B elements of system 16 and various interconnections in someimplementations are further illustrated. FIG. 1B shows that user system12 may include processor system 12A, memory system 12B, input system12C, and output system 12D. FIG. 1B shows network 14 and system 16. FIG.1B also shows that system 16 may include tenant data storage 22, tenantdata 23, system data storage 24, system data 25, User Interface (UI) 30,Application Program Interface (API) 32, PL/SOQL 34, save routines 36,application setup mechanism 38, applications servers 1001-100N, systemprocess space 102, tenant process spaces 104, tenant management processspace 110, tenant storage space 112, user storage 114, and applicationmetadata 116. In other implementations, environment 10 may not have thesame elements as those listed above and/or may have other elementsinstead of, or in addition to, those listed above.

User system 12, network 14, system 16, tenant data storage 22, andsystem data storage 24 were discussed above in FIG. 1A. Regarding usersystem 12, processor system 12A may be any combination of one or moreprocessors. Memory system 12B may be any combination of one or morememory devices, short term, and/or long term memory. Input system 12Cmay be any combination of input devices, such as one or more keyboards,mice, trackballs, scanners, cameras, and/or interfaces to networks.Output system 12D may be any combination of output devices, such as oneor more monitors, printers, and/or interfaces to networks. As shown byFIG. 1B, system 16 may include a network interface 20 (of FIG. 1A)implemented as a set of HTTP application servers 100, an applicationplatform 18, tenant data storage 22, and system data storage 24. Alsoshown is system process space 102, including individual tenant processspaces 104 and a tenant management process space 110. Each applicationserver 100 may be configured to communicate with tenant data storage 22and the tenant data 23 therein, and system data storage 24 and thesystem data 25 therein to serve requests of user systems 12. The tenantdata 23 might be divided into individual tenant storage spaces 112,which can be either a physical arrangement and/or a logical arrangementof data. Within each tenant storage space 112, user storage 114 andapplication metadata 116 might be similarly allocated for each user. Forexample, a copy of a user's most recently used (MRU) items might bestored to user storage 114. Similarly, a copy of MRU items for an entireorganization that is a tenant might be stored to tenant storage space112. A UI 30 provides a user interface and an API 32 provides anapplication programmer interface to system 16 resident processes tousers and/or developers at user systems 12. The tenant data and thesystem data may be stored in various databases, such as one or moreOracle databases.

Application platform 18 includes an application setup mechanism 38 thatsupports application developers' creation and management ofapplications, which may be saved as metadata into tenant data storage 22by save routines 36 for execution by subscribers as one or more tenantprocess spaces 104 managed by tenant management process 110 for example.Invocations to such applications may be coded using PL/SOQL 34 thatprovides a programming language style interface extension to API 32. Adetailed description of some PL/SOQL language implementations isdiscussed in commonly assigned U.S. Pat. No. 7,730,478, titled METHODAND SYSTEM FOR ALLOWING ACCESS TO DEVELOPED APPLICATIONS VIA AMULTI-TENANT ON-DEMAND DATABASE SERVICE, by Craig Weissman, issued onJun. 1, 2010, and hereby incorporated by reference in its entirety andfor all purposes. Invocations to applications may be detected by one ormore system processes, which manage retrieving application metadata 116for the subscriber making the invocation and executing the metadata asan application in a virtual machine.

Each application server 100 may be communicably coupled to databasesystems, e.g., having access to system data 25 and tenant data 23, via adifferent network connection. For example, one application server 1001might be coupled via the network 14 (e.g., the Internet), anotherapplication server 100N−1 might be coupled via a direct network link,and another application server 100N might be coupled by yet a differentnetwork connection. Transfer Control Protocol and Internet Protocol(TCP/IP) are typical protocols for communicating between applicationservers 100 and the database system. However, it will be apparent to oneskilled in the art that other transport protocols may be used tooptimize the system depending on the network interconnect used.

In certain implementations, each application server 100 is configured tohandle requests for any user associated with any organization that is atenant. Because it is desirable to be able to add and remove applicationservers from the server pool at any time for any reason, there ispreferably no server affinity for a user and/or organization to aspecific application server 100. In one implementation, therefore, aninterface system implementing a load balancing function (e.g., an F5Big-IP load balancer) is communicably coupled between the applicationservers 100 and the user systems 12 to distribute requests to theapplication servers 100. In one implementation, the load balancer uses aleast connections algorithm to route user requests to the applicationservers 100. Other examples of load balancing algorithms, such as roundrobin and observed response time, also can be used. For example, incertain implementations, three consecutive requests from the same usercould hit three different application servers 100, and three requestsfrom different users could hit the same application server 100. In thismanner, by way of example, system 16 is multi-tenant, wherein system 16handles storage of, and access to, different objects, data andapplications across disparate users and organizations.

As an example of storage, one tenant might be a company that employs asales force where each salesperson uses system 16 to manage their salesprocess. Thus, a user might maintain contact data, leads data, customerfollow-up data, performance data, goals and progress data, etc., allapplicable to that user's personal sales process (e.g., in tenant datastorage 22). In an example of a MTS arrangement, since all of the dataand the applications to access, view, modify, report, transmit,calculate, etc., can be maintained and accessed by a user system havingnothing more than network access, the user can manage his or her salesefforts and cycles from any of many different user systems. For example,if a salesperson is visiting a customer and the customer has Internetaccess in their lobby, the salesperson can obtain critical updates as tothat customer while waiting for the customer to arrive in the lobby.

While each user's data might be separate from other users' dataregardless of the employers of each user, some data might beorganization-wide data shared or accessible by a plurality of users orall of the users for a given organization that is a tenant. Thus, theremight be some data structures managed by system 16 that are allocated atthe tenant level while other data structures might be managed at theuser level. Because an MTS might support multiple tenants includingpossible competitors, the MTS should have security protocols that keepdata, applications, and application use separate. Also, because manytenants may opt for access to an MTS rather than maintain their ownsystem, redundancy, up-time, and backup are additional functions thatmay be implemented in the MTS. In addition to user-specific data andtenant-specific data, system 16 might also maintain system level datausable by multiple tenants or other data. Such system level data mightinclude industry reports, news, postings, and the like that are sharableamong tenants.

In certain implementations, user systems 12 (which may be clientsystems) communicate with application servers 100 to request and updatesystem-level and tenant-level data from system 16 that may involvesending one or more queries to tenant data storage 22 and/or system datastorage 24. System 16 (e.g., an application server 100 in system 16)automatically generates one or more SQL statements (e.g., one or moreSQL queries) that are designed to access the desired information. Systemdata storage 24 may generate query plans to access the requested datafrom the database.

Each database can generally be viewed as a collection of objects, suchas a set of logical tables, containing data fitted into predefinedcategories. A “table” is one representation of a data object, and may beused herein to simplify the conceptual description of objects and customobjects according to some implementations. It should be understood that“table” and “object” may be used interchangeably herein. Each tablegenerally contains one or more data categories logically arranged ascolumns or fields in a viewable schema. Each row or record of a tablecontains an instance of data for each category defined by the fields.For example, a CRM database may include a table that describes acustomer with fields for basic contact information such as name,address, phone number, fax number, etc. Another table might describe apurchase order, including fields for information such as customer,product, sale price, date, etc. In some multi-tenant database systems,standard entity tables might be provided for use by all tenants. For CRMdatabase applications, such standard entities might include tables forcase, account, contact, lead, and opportunity data objects, eachcontaining pre-defined fields. It should be understood that the word“entity” may also be used interchangeably herein with “object” and“table”.

In some multi-tenant database systems, tenants may be allowed to createand store custom objects, or they may be allowed to customize standardentities or objects, for example by creating custom fields for standardobjects, including custom index fields. Commonly assigned U.S. Pat. No.7,779,039, titled CUSTOM ENTITIES AND FIELDS IN A MULTI-TENANT DATABASESYSTEM, by Weissman et al., issued on Aug. 17, 2010, and herebyincorporated by reference in its entirety and for all purposes, teachessystems and methods for creating custom objects as well as customizingstandard objects in a multi-tenant database system. In certainimplementations, for example, all custom entity data rows are stored ina single multi-tenant physical table, which may contain multiple logicaltables per organization. It is transparent to customers that theirmultiple “tables” are in fact stored in one large table or that theirdata may be stored in the same table as the data of other customers.

FIG. 2A shows a system diagram illustrating an example of architecturalcomponents of an on-demand database service environment 200 according tosome implementations. A client machine located in the cloud 204,generally referring to one or more networks in combination, as describedherein, may communicate with the on-demand database service environmentvia one or more edge routers 208 and 212. A client machine can be any ofthe examples of user systems 12 described above. The edge routers maycommunicate with one or more core switches 220 and 224 via firewall 216.The core switches may communicate with a load balancer 228, which maydistribute server load over different pods, such as the pods 240 and244. The pods 240 and 244, which may each include one or more serversand/or other computing resources, may perform data processing and otheroperations used to provide on-demand services. Communication with thepods may be conducted via pod switches 232 and 236. Components of theon-demand database service environment may communicate with a databasestorage 256 via a database firewall 248 and a database switch 252.

As shown in FIGS. 2A and 2B, accessing an on-demand database serviceenvironment may involve communications transmitted among a variety ofdifferent hardware and/or software components. Further, the on-demanddatabase service environment 200 is a simplified representation of anactual on-demand database service environment. For example, while onlyone or two devices of each type are shown in FIGS. 2A and 2B, someimplementations of an on-demand database service environment may includeanywhere from one to many devices of each type. Also, the on-demanddatabase service environment need not include each device shown in FIGS.2A and 2B, or may include additional devices not shown in FIGS. 2A and2B.

Moreover, one or more of the devices in the on-demand database serviceenvironment 200 may be implemented on the same physical device or ondifferent hardware. Some devices may be implemented using hardware or acombination of hardware and software. Thus, terms such as “dataprocessing apparatus,” “machine,” “server” and “device” as used hereinare not limited to a single hardware device, but rather include anyhardware and software configured to provide the described functionality.

The cloud 204 is intended to refer to a data network or plurality ofdata networks, often including the Internet. Client machines located inthe cloud 204 may communicate with the on-demand database serviceenvironment to access services provided by the on-demand databaseservice environment. For example, client machines may access theon-demand database service environment to retrieve, store, edit, and/orprocess information.

In some implementations, the edge routers 208 and 212 route packetsbetween the cloud 204 and other components of the on-demand databaseservice environment 200. The edge routers 208 and 212 may employ theBorder Gateway Protocol (BGP). The BGP is the core routing protocol ofthe Internet. The edge routers 208 and 212 may maintain a table of IPnetworks or ‘prefixes’, which designate network reachability amongautonomous systems on the Internet.

In one or more implementations, the firewall 216 may protect the innercomponents of the on-demand database service environment 200 fromInternet traffic. The firewall 216 may block, permit, or deny access tothe inner components of the on-demand database service environment 200based upon a set of rules and other criteria. The firewall 216 may actas one or more of a packet filter, an application gateway, a statefulfilter, a proxy server, or any other type of firewall.

In some implementations, the core switches 220 and 224 are high-capacityswitches that transfer packets within the on-demand database serviceenvironment 200. The core switches 220 and 224 may be configured asnetwork bridges that quickly route data between different componentswithin the on-demand database service environment. In someimplementations, the use of two or more core switches 220 and 224 mayprovide redundancy and/or reduced latency.

In some implementations, the pods 240 and 244 may perform the core dataprocessing and service functions provided by the on-demand databaseservice environment. Each pod may include various types of hardwareand/or software computing resources. An example of the pod architectureis discussed in greater detail with reference to FIG. 2B.

In some implementations, communication between the pods 240 and 244 maybe conducted via the pod switches 232 and 236. The pod switches 232 and236 may facilitate communication between the pods 240 and 244 and clientmachines located in the cloud 204, for example via core switches 220 and224. Also, the pod switches 232 and 236 may facilitate communicationbetween the pods 240 and 244 and the database storage 256.

In some implementations, the load balancer 228 may distribute workloadbetween the pods 240 and 244. Balancing the on-demand service requestsbetween the pods may assist in improving the use of resources,increasing throughput, reducing response times, and/or reducingoverhead. The load balancer 228 may include multilayer switches toanalyze and forward traffic.

In some implementations, access to the database storage 256 may beguarded by a database firewall 248. The database firewall 248 may act asa computer application firewall operating at the database applicationlayer of a protocol stack. The database firewall 248 may protect thedatabase storage 256 from application attacks such as structure querylanguage (SQL) injection, database rootkits, and unauthorizedinformation disclosure.

In some implementations, the database firewall 248 may include a hostusing one or more forms of reverse proxy services to proxy trafficbefore passing it to a gateway router. The database firewall 248 mayinspect the contents of database traffic and block certain content ordatabase requests. The database firewall 248 may work on the SQLapplication level atop the TCP/IP stack, managing applications'connection to the database or SQL management interfaces as well asintercepting and enforcing packets traveling to or from a databasenetwork or application interface.

In some implementations, communication with the database storage 256 maybe conducted via the database switch 252. The multi-tenant databasestorage 256 may include more than one hardware and/or softwarecomponents for handling database queries. Accordingly, the databaseswitch 252 may direct database queries transmitted by other componentsof the on-demand database service environment (e.g., the pods 240 and244) to the correct components within the database storage 256.

In some implementations, the database storage 256 is an on-demanddatabase system shared by many different organizations. The on-demanddatabase system may employ a multi-tenant approach, a virtualizedapproach, or any other type of database approach. An on-demand databasesystem is discussed in greater detail with reference to FIGS. 1A and 1B.

FIG. 2B shows a system diagram further illustrating an example ofarchitectural components of an on-demand database service environmentaccording to some implementations. The pod 244 may be used to renderservices to a user of the on-demand database service environment 200. Insome implementations, each pod may include a variety of servers and/orother systems. The pod 244 includes one or more content batch servers264, content search servers 268, query servers 282, file force servers286, access control system (ACS) servers 280, batch servers 284, and appservers 288. Also, the pod 244 includes database instances 290, quickfile systems (QFS) 292, and indexers 294. In one or moreimplementations, some or all communication between the servers in thepod 244 may be transmitted via the switch 236.

In some implementations, the app servers 288 may include a hardwareand/or software framework dedicated to the execution of procedures(e.g., programs, routines, scripts) for supporting the construction ofapplications provided by the on-demand database service environment 200via the pod 244. In some implementations, the hardware and/or softwareframework of an app server 288 is configured to execute operations ofthe services described herein, including performance of the blocks ofmethods described with reference to FIGS. 15-27. In alternativeimplementations, two or more app servers 288 may be included andcooperate to perform such methods, or one or more other serversdescribed herein can be configured to perform the disclosed methods.

The content batch servers 264 may handle requests internal to the pod.These requests may be long-running and/or not tied to a particularcustomer. For example, the content batch servers 264 may handle requestsrelated to log mining, cleanup work, and maintenance tasks.

The content search servers 268 may provide query and indexer functions.For example, the functions provided by the content search servers 268may allow users to search through content stored in the on-demanddatabase service environment.

The file force servers 286 may manage requests for information stored inthe Fileforce storage 298. The Fileforce storage 298 may storeinformation such as documents, images, and basic large objects (BLOBs).By managing requests for information using the file force servers 286,the image footprint on the database may be reduced.

The query servers 282 may be used to retrieve information from one ormore file systems. For example, the query system 282 may receiverequests for information from the app servers 288 and then transmitinformation queries to the NFS 296 located outside the pod.

The pod 244 may share a database instance 290 configured as amulti-tenant environment in which different organizations share accessto the same database.

Additionally, services rendered by the pod 244 may call upon varioushardware and/or software resources. In some implementations, the ACSservers 280 may control access to data, hardware resources, or softwareresources.

In some implementations, the batch servers 284 may process batch jobs,which are used to run tasks at specified times. Thus, the batch servers284 may transmit instructions to other servers, such as the app servers288, to trigger the batch jobs.

In some implementations, the QFS 292 may be an open source file systemavailable from Sun Microsystems® of Santa Clara, Calif. The QFS mayserve as a rapid-access file system for storing and accessinginformation available within the pod 244. The QFS 292 may support somevolume management capabilities, allowing many disks to be groupedtogether into a file system. File system metadata can be kept on aseparate set of disks, which may be useful for streaming applicationswhere long disk seeks cannot be tolerated. Thus, the QFS system maycommunicate with one or more content search servers 268 and/or indexers294 to identify, retrieve, move, and/or update data stored in thenetwork file systems 296 and/or other storage systems.

In some implementations, one or more query servers 282 may communicatewith the NFS 296 to retrieve and/or update information stored outside ofthe pod 244. The NFS 296 may allow servers located in the pod 244 toaccess information to access files over a network in a manner similar tohow local storage is accessed.

In some implementations, queries from the query servers 222 may betransmitted to the NFS 296 via the load balancer 228, which maydistribute resource requests over various resources available in theon-demand database service environment. The NFS 296 may also communicatewith the QFS 292 to update the information stored on the NFS 296 and/orto provide information to the QFS 292 for use by servers located withinthe pod 244.

In some implementations, the pod may include one or more databaseinstances 290. The database instance 290 may transmit information to theQFS 292. When information is transmitted to the QFS, it may be availablefor use by servers within the pod 244 without using an additionaldatabase call.

In some implementations, database information may be transmitted to theindexer 294. Indexer 294 may provide an index of information availablein the database 290 and/or QFS 292. The index information may beprovided to file force servers 286 and/or the QFS 292.

III. Tracking Updates to a Record Stored in a Database

As multiple users might be able to change the data of a record, it canbe useful for certain users to be notified when a record is updated.Also, even if a user does not have authority to change a record, theuser still might want to know when there is an update to the record. Forexample, a vendor may negotiate a new price with a salesperson ofcompany X, where the salesperson is a user associated with tenant Y. Aspart of creating a new invoice or for accounting purposes, thesalesperson can change the price saved in the database. It may beimportant for co-workers to know that the price has changed. Thesalesperson could send an email to certain people, but this is onerousand the salesperson might not email all of the people who need to knowor want to know. Accordingly, some implementations of the disclosedtechniques can inform others (e.g., co-workers) who want to know aboutan update to a record automatically.

FIG. 3 shows a flowchart of an example of a method 300 for trackingupdates to a record stored in a database system, performed in accordancewith some implementations. Method 300 (and other methods describedherein) may be implemented at least partially with multi-tenant databasesystem 16, e.g., by one or more processors configured to receive orretrieve information, process the information, store results, andtransmit the results. In other implementations, method 300 may beimplemented at least partially with a single tenant database system. Invarious implementations, blocks may be omitted, combined, or split intoadditional blocks for method 300, as well as for other methods describedherein.

In block 310, the database system receives a request to update a firstrecord. In one implementation, the request is received from a firstuser. For example, a user may be accessing a page associated with thefirst record, and may change a displayed field and hit save. In anotherimplementation, the database system can automatically create therequest. For instance, the database system can create the request inresponse to another event, e.g., a request to change a field could besent periodically at a particular date and/or time of day, or a changeto another field or object. The database system can obtain a new valuebased on other fields of a record and/or based on parameters in thesystem.

The request for the update of a field of a record is an example of anevent associated with the first record for which a feed tracked updatemay be created. In other implementations, the database system canidentify other events besides updates to fields of a record. Forexample, an event can be a submission of approval to change a field.Such an event can also have an associated field (e.g., a field showing astatus of whether a change has been submitted). Other examples of eventscan include creation of a record, deletion of a record, converting arecord from one type to another (e.g., converting a lead to anopportunity), closing a record (e.g., a case type record), andpotentially any other state change of a record—any of which couldinclude a field change associated with the state change. Any of theseevents update the record whether by changing a field of the record, astate of the record, or some other characteristic or property of therecord. In one implementation, a list of supported events for creating afeed tracked update can be maintained within the database system, e.g.,at a server or in a database.

In block 320, the database system writes new data to the first record.In one implementation, the new data may include a new value thatreplaces old data. For example, a field is updated with a new value. Inanother implementation, the new data can be a value for a field that didnot contain data before. In yet another implementation, the new datacould be a flag, e.g., for a status of the record, which can be storedas a field of the record.

In some implementations, a “field” can also include records, which arechild objects of the first record in a parent-child hierarchy. A fieldcan alternatively include a pointer to a child record. A child objectitself can include further fields. Thus, if a field of a child object isupdated with a new value, the parent record also can be considered tohave a field changed. In one example, a field could be a list of relatedchild objects, also called a related list.

In block 330, a feed tracked update is generated about the update to therecord. In one implementation, the feed tracked update is created inparts for assembling later into a display version. For example, evententries can be created and tracked in a first table, and changed fieldentries can be tracked in another table that is cross-referenced withthe first table. More specifics of such implementations are providedlater, e.g., with respect to FIG. 9A. In another implementation, thefeed tracked update is automatically generated by the database system.The feed tracked update can convey in words that the first record hasbeen updated and provide details about what was updated in the recordand who performed the update. In some implementations, a feed trackedupdate is generated for only certain types of event and/or updatesassociated with the first record.

In one implementation, a tenant (e.g., through an administrator) canconfigure the database system to create (enable) feed tracked updatesonly for certain types of records. For example, an administrator canspecify that records of designated types such as accounts andopportunities are enabled. When an update (or other event) is receivedfor the enabled record type, then a feed tracked update would begenerated. In another implementation, a tenant can also specify thefields of a record whose changes are to be tracked, and for which feedtracked updates are created. In one aspect, a maximum number of fieldscan be specified for tracking, and may include custom fields. In oneimplementation, the type of change can also be specified, for example,that the value change of a field is to be larger than a threshold (e.g.,an absolute amount or a percentage change). In yet anotherimplementation, a tenant can specify which events are to cause ageneration of a feed tracked update. Also, in one implementation,individual users can specify configurations specific to them, which cancreate custom feeds as described in more detail below.

In one implementation, changes to fields of a child object are nottracked to create feed tracked updates for the parent record. In anotherimplementation, the changes to fields of a child object can be trackedto create feed tracked updates for the parent record. For example, achild object of the parent type can be specified for tracking, andcertain fields of the child object can be specified for tracking. Asanother example, if the child object is of a type specified fortracking, then a tracked change for the child object is propagated toparent records of the child object.

In block 340, the feed tracked update is added to a feed for the firstrecord. In one implementation, adding the feed tracked update to a feedcan include adding events to a table (which may be specific to a recordor be for all or a group of objects), where a display version of a feedtracked update can be generated dynamically and presented in a GUI as afeed item when a user requests a feed for the first record. In anotherimplementation, a display version of a feed tracked update can be addedwhen a record feed is stored and maintained for a record. As mentionedabove, a feed may be maintained for only certain records. In oneimplementation, the feed of a record can be stored in the databaseassociated with the record. For example, the feed can be stored as afield (e.g., as a child object) of the record. Such a field can store apointer to the text to be displayed for the feed tracked update.

In some implementations, only the current feed tracked update (or othercurrent feed item) may be kept or temporarily stored, e.g., in sometemporary memory structure. For example, a feed tracked update for onlya most recent change to any particular field is kept. In otherimplementations, many previous feed tracked updates may be kept in thefeed. A time and/or date for each feed tracked update can be tracked.Herein, a feed of a record is also referred to as an entity feed, as arecord is an instance of a particular entity object of the database.

In block 350, followers of the first record can be identified. Afollower is a user following the first record, such as a subscriber tothe feed of the first record. In one implementation, when a userrequests a feed of a particular record, such an identification of block350 can be omitted. In another implementation where a record feed ispushed to a user (e.g., as part of a news feed), then the user can beidentified as a follower of the first record. Accordingly, this blockcan include the identification of records and other objects beingfollowed by a particular user.

In one implementation, the database system can store a list of thefollowers for a particular record. In various implementations, the listcan be stored with the first record or associated with the record usingan identifier (e.g., a pointer) to retrieve the list. For example, thelist can be stored in a field of the first record. In anotherimplementation, a list of the records that a user is following is used.In one implementation, the database system can have a routine that runsfor each user, where the routine polls the records in the list todetermine if a new feed tracked update has been added to a feed of therecord. In another implementation, the routine for the user can berunning at least partially on a user device, which contacts the databaseto perform the polling.

In block 360, in one implementation, the feed tracked update can bestored in a table, as described in greater detail below. When the useropens a feed, an appropriate query is sent to one or more tables toretrieve updates to records, also described in greater detail below. Insome implementations, the feed shows feed tracked updates in reversechronological order. In one implementation, the feed tracked update ispushed to the feed of a user, e.g., by a routine that determines thefollowers for the record from a list associated with the record. Inanother implementation, the feed tracked update is pulled to a feed,e.g., by a user device. This pulling may occur when a user requests thefeed, as occurs in block 370. Thus, these actions may occur in adifferent order. The creation of the feed for a pull may be a dynamiccreation that identifies records being followed by the requesting user,generates the display version of relevant feed tracked updates fromstored information (e.g., event and field change), and adds the feedtracked updates into the feed. A feed of feed tracked updates of recordsand other objects that a user is following is also generally referred toherein as a news feed, which can be a subset of a larger informationfeed in which other types of information updates appear, such as posts.

In yet another implementation, the feed tracked update could be sent asan email to the follower, instead of in a feed. In one implementation,email alerts for events can enable people to be emailed when certainevents occur. In another implementation, emails can be sent when thereare posts on a user profile and posts on entities to which the usersubscribes. In one implementation, a user can turn on/off email alertsfor all or some events. In an implementation, a user can specify whatkind of feed tracked updates to receive about a record that the user isfollowing. For example, a user can choose to only receive feed trackedupdates about certain fields of a record that the user is following, andpotentially about what kind of update was performed (e.g., a new valueinput into a specified field, or the creation of a new field).

In block 370, a follower can access his/her news feed to see the feedtracked update. In one implementation, the user has just one news feedfor all of the records that the user is following. In one aspect, a usercan access his/her own feed by selecting a particular tab or otherobject on a page of an interface to the database system. Once selectedthe feed can be provided as a list, e.g., with an identifier (e.g., atime) or including some or all of the text of the feed tracked update.In another implementation, the user can specify how the feed trackedupdates are to be displayed and/or sent to the user. For example, a usercan specify a font for the text, a location of where the feed can beselected and displayed, amount of text to be displayed, and other textor symbols to be displayed (e.g., importance flags).

FIG. 4 shows a block diagram of an example of components of a databasesystem configuration 400 performing a method for tracking an update to arecord according to some implementations. Database system configuration400 can perform implementations of method 300, as well asimplementations of other methods described herein.

A first user 405 sends a request 1 to update record 425 in databasesystem 416. Although an update request is described, other events thatare being tracked are equally applicable. In various implementations,the request 1 can be sent via a user interface (e.g., 30 of FIG. 1B) oran application program interface (e.g., API 32). An I/O port 420 canaccommodate the signals of request 1 via any input interface, and sendthe signals to one or more processors 417. The processor 417 can analyzethe request and determine operations to be performed. Herein, anyreference to a processor 417 can refer to a specific processor or anyset of processors in database system 416, which can be collectivelyreferred to as processor 417.

Processor 417 can determine an identifier for record 425, and sendcommands with the new data 2 of the request to record database 412 toupdate record 425. In one implementation, record database 412 is wheretenant storage space 112 of FIG. 1B is located. The request 1 and newdata commands 2 can be encapsulated in a single write transaction sentto record database 412. In one implementation, multiple changes torecords in the database can be made in a single write transaction.

Processor 417 can also analyze request 1 to determine whether a feedtracked update is to be created, which at this point may includedetermining whether the event (e.g., a change to a particular field) isto be tracked. This determination can be based on an interaction (i.e.,an exchange of data) with record database 412 and/or other databases, orbased on information stored locally (e.g., in cache or RAM) at processor417. In one implementation, a list of record types that are beingtracked can be stored. The list may be different for each tenant, e.g.,as each tenant may configure the database system to its ownspecifications. Thus, if the record 425 is of a type not being tracked,then the determination of whether to create a feed tracked update canstop there.

The same list or a second list (which can be stored in a same locationor a different location) can also include the fields and/or events thatare tracked for the record types in the first list. This list can besearched to determine if the event is being tracked. A list may alsocontain information having the granularity of listing specific recordsthat are to be tracked (e.g., if a tenant can specify the particularrecords to be tracked, as opposed to just type).

As an example, processor 417 may obtain an identifier associated withrecord 425 (e.g., obtained from request 1 or database 412), potentiallyalong with a tenant identifier, and cross-reference the identifier witha list of records for which feed tracked updates are to be created.Specifically, the record identifier can be used to determine the recordtype and a list of tracked types can be searched for a match. Thespecific record may also be checked if such individual record trackingwas enabled. The name of the field to be changed can also be used tosearch a list of tracking-enabled fields. Other criteria besides fieldand events can be used to determine whether a feed tracked update iscreated, e.g., type of change in the field. If a feed tracked update isto be generated, processor 417 can then generate the feed trackedupdate.

In some implementations, a feed tracked update is created dynamicallywhen a feed (e.g., the entity feed of record 425) is requested. Thus, inone implementation, a feed tracked update can be created when a userrequests the entity feed for record 425.

In this implementation, the feed tracked update may be created (e.g.,assembled), including re-created, each time the entity feed is to bedisplayed to any user. In one implementation, one or more event historytables can keep track of previous events so that the feed tracked updatecan be re-created.

In another implementation, a feed tracked update can be created at thetime the event occurs, and the feed tracked update can be added to alist of feed items. The list of feed items may be specific to record425, or may be an aggregate of feed items including feed items for manyrecords. Such an aggregate list can include a record identifier so thatthe feed items for the entity feed of record 425 can be easilyretrieved. For example, after the feed tracked update has beengenerated, processor 417 can add the new feed tracked update 3 to a feedof record 425. As mentioned above, in one implementation, the feed canbe stored in a field (e.g., as a child object) of record 425. In anotherimplementation, the feed can be stored in another location or in anotherdatabase, but with a link (e.g., a connecting identifier) to record 425.The feed can be organized in various ways, e.g., as a linked list, anarray, or other data structure.

A second user 430 can access the new feed tracked update 3 in variousways. In one implementation, second user 430 can send a request 4 forthe record feed. For example, second user 430 can access a home page(detail page) of the record 425 (e.g., with a query or by browsing), andthe feed can be obtained through a tab, button, or other activationobject on the page. The feed can be displayed on the screen ordownloaded.

In another implementation, processor 417 can add the new feed trackedupdate 5 to a feed (e.g., a news feed) of a user that is followingrecord 425. In one implementation, processor 417 can determine each ofthe followers of record 425 by accessing a list of the users that havebeen registered as followers. This determination can be done for eachnew event (e.g., update 1). In another implementation, processor 417 canpoll (e.g., with a query) the records that second user 430 is followingto determine when new feed tracked updates (or other feed items) areavailable. Processor 417 can use a follower profile 435 of second user430 that can contain a list of the records that the second user 430 isfollowing. Such a list can be contained in other parts of the databaseas well. Second user 430 can then send a request 6 to his/her profile435 to obtain a feed, which contains the new feed tracked update. Theuser's profile 435 can be stored in a profile database 414, which can bethe same or different than database 412.

In some implementations, a user can define a news feed to include newfeed tracked updates from various records, which may be limited to amaximum number. In one implementation, each user has one news feed. Inanother implementation, the follower profile 435 can include thespecifications of each of the records to be followed (with the criteriafor what feed tracked updates are to be provided and how they aredisplayed), as well as the feed.

Some implementations can provide various types of record (entity) feeds.Entity Feeds can exist for record types like account, opportunity, case,and contact. An entity feed can tell a user about the actions thatpeople have taken on that particular record or on one its relatedrecords. The entity feed can include who made the action, which fieldwas changed, and the old and new values. In one implementation, entityfeeds can exist on all supported records as a list that is linked to thespecific record. For example, a feed could be stored in a field thatallows lists (e.g., linked lists) or as a child object.

IV. Tracking Actions of a User

In addition to knowing about events associated with a particular record,it can be helpful for a user to know what a particular user is doing. Inparticular, it might be nice to know what the user is doing without theuser having to generate the feed tracked update (e.g., a user submittinga synopsis of what the user has done). Accordingly, implementations canautomatically track actions of a user that trigger events, and feedtracked updates can be generated for certain events.

FIG. 5 shows a flowchart of an example of a method 500 for trackingactions of a user of a database system, performed in accordance withsome implementations. Method 500 may be performed in addition to method300. The operations of method 300, including order of blocks, can beperformed in conjunction with method 500 and other methods describedherein. Thus, a feed can be composed of changes to a record and actionsof users.

In block 510, a database system (e.g., 16 of FIGS. 1A and 1B) identifiesan action of a first user. In one implementation, the action triggers anevent, and the event is identified. For example, the action of a userrequesting an update to a record can be identified, where the event isreceiving a request or is the resulting update of a record. The actionmay thus be defined by the resulting event. In another implementation,only certain types of actions (events) are identified. Which actions areidentified can be set as a default or can be configurable by a tenant,or even configurable at a user level. In this way, processing effort canbe reduced since only some actions are identified.

In block 520, it is determined whether the event qualifies for a feedtracked update. In one implementation, a predefined list of events(e.g., as mentioned herein) can be created so that only certain actionsare identified. In one implementation, an administrator (or other user)of a tenant can specify the type of actions (events) for which a feedtracked update is to be generated. This block may also be performed formethod 300.

In block 530, a feed tracked update is generated about the action. In anexample where the action is an update of a record, the feed trackedupdate can be similar or the same as the feed tracked update created forthe record. The description can be altered though to focus on the useras opposed to the record. For example, “John D. has closed a newopportunity for account XYZ” as opposed to “an opportunity has beenclosed for account XYZ.”

In block 540, the feed tracked update is added to a profile feed of thefirst user when, e.g., the user clicks on a tab to open a page in abrowser program displaying the feed. In one implementation, a feed for aparticular user can be accessed on a page of the user's profile, in asimilar manner as a record feed can be accessed on a detail page of therecord. In another implementation, the first user may not have a profilefeed and the feed tracked update may just be stored temporarily beforeproceeding. A profile feed of a user can be stored associated with theuser's profile. This profile feed can be added to a news feed of anotheruser.

In block 550, followers of the first user are identified. In oneimplementation, a user can specify which type of actions other users canfollow. Similarly, in one implementation, a follower can select whatactions by a user the follower wants to follow. In an implementationwhere different followers follow different types of actions, which usersare followers of that user and the particular action can be identified,e.g., using various lists that track what actions and criteria are beingfollowed by a particular user. In various implementations, the followersof the first user can be identified in a similar manner as followers ofa record, as described above for block 350.

In block 560, the feed tracked update is added to a news feed of eachfollower of the first user when, e.g., the follower clicks on a tab toopen a page displaying the news feed. The feed tracked update can beadded in a similar manner as the feed items for a record feed. The newsfeed can contain feed tracked updates both about users and records. Inanother implementation, a user can specify what kind of feed trackedupdates to receive about a user that the user is following. For example,a user could specify feed tracked updates with particular keywords, ofcertain types of records, of records owned or created by certain users,particular fields, and other criteria as mentioned herein.

In block 570, a follower accesses the news feed and sees the feedtracked update. In one implementation, the user has just one news feedfor all of the records that the user is following. In anotherimplementation, a user can access his/her own feed (i.e. feed abouthis/her own actions) by selecting a particular tab or other object on apage of an interface to the database system. Thus, a feed can includefeed tracked updates about what other users are doing in the databasesystem. When a user becomes aware of a relevant action of another user,the user can contact the co-worker, thereby fostering teamwork.

V. Generation of a Feed Tracked Update

As described above, some implementations can generate text describingevents (e.g., updates) that have occurred for a record and actions by auser that trigger an event. A database system can be configured togenerate the feed tracked updates for various events in various ways.

In one implementation, the feed tracked update is a grammaticalsentence, thereby being easily understandable by a person. In anotherimplementation, the feed tracked update provides detailed informationabout the update. In various examples, an old value and new value for afield may be included in the feed tracked update, an action for theupdate may be provided (e.g., submitted for approval), and the names ofparticular users that are responsible for replying or acting on the feedtracked update may be also provided. The feed tracked update can alsohave a level of importance based on settings chosen by theadministrator, a particular user requesting an update, or by a followinguser who is to receive the feed tracked update, which fields is updated,a percentage of the change in a field, the type of event, or anycombination of these factors.

The system may have a set of heuristics for creating a feed trackedupdate from the event (e.g., a request to update). For example, thesubject may be the user, the record, or a field being added or changed.The verb can be based on the action requested by the user, which can beselected from a list of verbs (which may be provided as defaults orinput by an administrator of a tenant). In one implementation, feedtracked updates can be generic containers with formatting restrictions,

As an example of a feed tracked update for a creation of a new record,“Mark Abramowitz created a new Opportunity for IBM—20,000 laptops withAmount as $3.5M and Sam Palmisano as Decision Maker.” This event can beposted to the profile feed for Mark Abramowitz and the entity feed forrecord of Opportunity for IBM-20,000 laptops. The pattern can be givenby (AgentFullName) created a new (ObjectName)(RecordName) with[(FieldName) as (FieldValue) [,/and]]*[[added/changed/removed](RelatedListRecordName) [as/to/as] (RelatedListRecordValue) [,/and]]*.Similar patterns can be formed for a changed field (standard or custom)and an added child record to a related list.

VI. Tracking Commentary from or about a User

Some implementations can also have a user submit text, instead of thedatabase system generating a feed tracked update. As the text issubmitted as part or all of a message by a user, the text can be aboutany topic. Thus, more information than just actions of a user and eventsof a record can be conveyed. In one implementation, the messages can beused to ask a question about a particular record, and users followingthe record can provide comments and responses.

FIG. 6 shows a flowchart of an example of a method 600 for creating anews feed from messages created by a user about a record or anotheruser, performed in accordance with some implementations. In oneimplementation, method 600 can be combined with methods 300 and 500. Inone aspect, a message can be associated with the first user when thefirst user creates the message (e.g., a post or comment about a recordor another user). In another aspect, a message can be associated withthe first user when the message is about the first user (e.g., posted byanother user on the first user's profile feed).

In block 610, the database system receives a message (e.g., a post orstatus update) associated with a first user. The message (e.g., a postor status update) can contain text and/or multimedia content submittedby another user or by the first user. In one implementation, a post isfor a section of the first user's profile page where any user can add apost, and where multiple posts can exist. Thus, a post can appear on thefirst user's profile page and can be viewed when the first user'sprofile is visited. For a message about a record, the post can appear ona detail page of a record. Note the message can appear in other feeds aswell. In another implementation, a status update about the first usercan only be added by the first user. In one implementation, a user canonly have one status message.

In block 620, the message is added to a table, as described in greaterdetail below. When the feed is opened, a query filters one or moretables to identify the first user, identify other persons that the useris following, and retrieve the message. Messages and record updates arepresented in a combined list as the feed. In this way, in oneimplementation, the message can be added to a profile feed of the firstuser, which is associated (e.g., as a related list) with the firstuser's profile. In one implementation, the posts are listedindefinitely. In another implementation, only the most recent posts(e.g., last 50) are kept in the profile feed. Such implementations canalso be employed with feed tracked updates. In yet anotherimplementation, the message can be added to a profile of the user addingthe message.

In block 630, the database system identifies followers of the firstuser. In one implementation, the database system can identify thefollowers as described above for method 500. In various implementations,a follower can select to follow a feed about the actions of the firstuser, messages about the first user, or both (potentially in a samefeed).

In block 640, the message is added to a news feed of each follower. Inone implementation, the message is only added to a news feed of aparticular follower if the message matches some criteria, e.g., themessage includes a particular keyword or other criteria. In anotherimplementation, a message can be deleted by the user who created themessage. In one implementation, once deleted by the author, the messageis deleted from all feeds to which the message had been added.

In block 650, the follower accesses a news feed and sees the message.For example, the follower can access a news feed on the follower's ownprofile page. As another example, the follower can have a news feed sentto his/her own desktop without having to first go to a home page.

In block 660, the database system receives a comment about the message.The database system can add the comment to a feed of the same firstuser, much as the original message was added. In one implementation, thecomment can also be added to a feed of a second user who added thecomment. In one implementation, users can also reply to the comment. Inanother implementation, users can add comments to a feed tracked update,and further comments can be associated with the feed tracked update. Inyet another implementation, making a comment or message is not an actionto which a feed tracked update is created. Thus, the message may be theonly feed item created from such an action.

In one implementation, if a feed tracked update or post is deleted, itscorresponding comments are deleted as well. In another implementation,new comments on a feed tracked update or post do not update the feedtracked update timestamp. Also, the feed tracked update or post cancontinue to be shown in a feed (profile feed, record feed, or news feed)if it has had a comment within a specified timeframe (e.g., within thelast week). Otherwise, the feed tracked update or post can be removed inan implementation.

In some implementations, all or most feed tracked updates can becommented on. In other implementations, feed tracked updates for certainrecords (e.g., cases or ideas) are not commentable. In variousimplementations, comments can be made for any one or more records ofopportunities, accounts, contacts, leads, and custom objects.

In block 670, the comment is added to a news feed of each follower. Inone implementation, a user can make the comment within the user's newsfeed. Such a comment can propagate to the appropriate profile feed orrecord feed, and then to the news feeds of the following users. Thus,feeds can include what people are saying, as well as what they aredoing. In one aspect, feeds are a way to stay up-to-date (e.g., onusers, opportunities, etc.) as well as an opportunity to reach out toco-workers/partners and engage them around common goals.

In some implementations, users can rate feed tracked updates or messages(including comments). A user can choose to prioritize a display of afeed so that higher rated feed items show up higher on a display. Forexample, in an implementation where comments are answers to a specificquestion, users can rate the different status posts so that a bestanswer can be identified. As another example, users are able to quicklyidentify feed items that are most important as those feed items can bedisplayed at a top of a list. The order of the feed items can be basedon an importance level (which can be determined by the database systemusing various factors, some of which are mentioned herein) and based ona rating from users. In one implementation, the rating is on a scalethat includes at least 3 values. In another implementation, the ratingis based on a binary scale.

Besides a profile for a user, a group can also be created. In variousimplementations, the group can be created based on certain attributesthat are common to the users, can be created by inviting users, and/orcan be created by receiving requests to join from a user. In oneimplementation, a group feed can be created, with messages being addedto the group feed when someone submits a message to the group as a wholethrough a suitable user interface. For example, a group page may have agroup feed or a section within the feed for posts, and a user can submita post through a publisher component in the user interface by clickingon a “Share” or similar button. In another implementation, a message canbe added to a group feed when the message is submitted about any one ofthe members. Also, a group feed can include feed tracked updates aboutactions of the group as a whole (e.g., when an administrator changesdata in a group profile or a record owned by the group), or aboutactions of an individual member.

FIG. 7 shows an example of a group feed on a group page according tosome implementations. As shown, a feed item 710 shows that a user hasposted a document to the group object. The text “Bill Bauer has postedthe document Competitive Insights” can be generated by the databasesystem in a similar manner as feed tracked updates about a record beingchanged. A feed item 720 shows a post to the group, along with comments730 from Ella Johnson, James Saxon, Mary Moore and Bill Bauer.

FIG. 8 shows an example of a record feed containing a feed trackedupdate, post, and comments according to some implementations. Feed item810 shows a feed tracked update based on the event of submitting adiscount for approval. Other feed items show posts, e.g., from BillBauer, that are made to the record and comments, e.g., from Erica Lawand Jake Rapp, that are made on the posts.

VII. Infrastructure for a Feed

A. Tables Used to Create a Feed

FIG. 9A shows an example of a plurality of feed tracked update tablesthat may be used in tracking events and creating feeds according to someimplementations. The tables of FIG. 9A may have entries added, orpotentially removed, as part of tracking events in the database fromwhich feed items are creates or that correspond to feed items. In oneimplementation, each tenant has its own set of tables that are createdbased on criteria provided by the tenant.

An event history table 910 can provide a feed tracked update of eventsfrom which feed items are created. In one aspect, the events are forobjects that are being tracked. Thus, table 910 can store and changefeed tracked updates for feeds, and the changes can be persisted. Invarious implementations, event history table 910 can have columns ofevent ID 911, object ID 912 (also called parent ID), and created by ID913. The event ID 911 can uniquely identify a particular event and canstart at 1 (or other number or value).

Each new event can be added chronologically with a new event ID, whichmay be incremented in order. An object ID 912 can be used to track whichrecord or user's profile is being changed. For example, the object IDcan correspond to the record whose field is being changed or the userwhose feed is receiving a post. The created by ID 913 can track the userwho is performing the action that results in the event, e.g., the userthat is changing the field or that is posting a message to the profileof another user.

In one implementation, a name of an event can also be stored in table910. In one implementation, a tenant can specify events that they wanttracked. In an implementation, event history table 910 can include thename of the field that changed (e.g., old and new values). In anotherimplementation, the name of the field, and the values, are stored in aseparate table. Other information about an event (e.g., text of comment,feed tracked update, post or status update) can be stored in eventhistory table 910, or in other tables, as is now described.

A field change table 920 can provide a feed tracked update of thechanges to the fields. The columns of table 920 can include an event ID921 (which correlates to the event ID 911), an old value 922 for thefield, and the new value 923 for the field. In one implementation, if anevent changes more than one field value, then there can be an entry foreach field changed. As shown, event ID 921 has two entries for eventE37.

A comment table 930 can provide a feed tracked update of the commentsmade regarding an event, e.g., a comment on a post or a change of afield value. The columns of table 930 can include an event ID 921 (whichcorrelates to the event ID 911), the comment column 932 that stores thetext of the comment, and the time/date 933 of the comment. In oneimplementation, there can be multiple comments for each event. As shown,event ID 921 has two entries for event E37.

A user subscription table 940 can provide a list of the objects beingfollowed (subscribed to) by a user. In one implementation, each entryhas a user ID 941 of the user doing the following and one object ID 942corresponding to the object being followed. In one implementation, theobject being followed can be a record or a user. As shown, the user withID U819 is following object IDs O615 and O489. If user U819 is followingother objects, then additional entries may exist for user U819. Also asshown, user U719 is also following object O615. The user subscriptiontable 940 can be updated when a user adds or deletes an object that isbeing followed.

In one implementation, regarding a profile feed and a news feed, theseare read-only views on the event history table 910 specialized for thesefeed types. Conceptually the news feed can be a semi join between theuser subscription table 940 and the event history table 910 on theobject IDs 912 and 942 for the user. In one aspect, these entities canhave polymorphic parents and can be subject to a number of restrictionsdetailed herein, e.g., to limit the cost of sharing checks.

In one implementation, entity feeds are modeled in the API as a feedassociate entity (e.g., AccountFeed, CaseFeed, etc). A feed associateentity includes information composed of events (e.g., event IDs) foronly one particular record type. Such a list can limit the query (andsharing checks) to a specific record type. In one aspect, thisstructuring of the entity feeds can make the query run faster. Forexample, a request for a feed of a particular account can include therecord type of account. In one implementation, an account feed table canthen be searched, where the table has account record IDs andcorresponding event IDs or pointers to particular event entries in eventhistory table 910. Since the account feed table only contains some ofthe records (not all), the query can run faster.

In one implementation, there may be objects with no events listed in theevent history table 910, even though the record is being tracked. Inthis case, the database service can return a result indicating that nofeed items exist.

A feed item can represent an individual field change of a record,creation and deletion of a record, or other events being tracked for arecord or a user. In one implementation, all of the feed items in asingle transaction (event) can be grouped together and have the sameevent ID. A single transaction relates to the operations that can beperformed in a single communication with the database. In anotherimplementation where a feed is an object of the database, a feed itemcan be a child of a profile feed, news feed, or entity feed. If a feeditem is added to multiple feeds, the feed item can be replicated as achild of each feed to which the feed item is added.

In some implementations, a comment exists as an item that depends fromfeed tracked updates, posts, status updates, and other items that areindependent of each other. Thus, a feed comment object can exist as achild object of a feed item object. For example, comment table 930 canbe considered a child table of event history table 910. In oneimplementation, a feed comment can be a child of a profile feed, newsfeed, or entity feed that is separate from other feed items.

In one implementation, viewing a feed pulls up the most recent messagesor feed tracked updates (e.g., 25) and searches the most recent (e.g.,4) comments for each feed item. The comments can be identified via thecomment table 930. In one implementation, a user can request to see morecomments, e.g., by selecting a see more link.

After feed items have been generated, they can be filtered so that onlycertain feed items are displayed, which may be tailored to a specifictenant and/or user. In one implementation, a user can specify changes toa field that meet certain criteria for the feed item to show up in afeed displayed to the user, e.g., a news feed or even an entity feeddisplayed directly to the user. In one implementation, the criteria canbe combined with other factors (e.g., number of feed items in the feed)to determine which feed items to display. For instance, if a smallnumber of feed items exist (e.g., below a threshold), then all of thefeed items may be displayed.

In one implementation, a user can specify the criteria via a query onthe feed items in his/her new feed, and thus a feed may only returnobjects of a certain type, certain types of events, feed tracked updatesabout certain fields, and other criteria mentioned herein. Messages canalso be filtered according to some criteria, which may be specified in aquery. Such an added query can be added onto a standard query that isused to create the news feed for a user. A first user could specify theusers and records that the first user is following in this manner, aswell as identify the specific feed items that the first user wants tofollow. The query could be created through a graphical interface oradded by a user directly in a query language. Other criteria couldinclude receiving only posts directed to a particular user or record, asopposed to other feed items.

In one implementation, a user can access a feed of a record if the usercan access the record. The security rules for determining whether a userhas access to a record can be performed in a variety of ways, some ofwhich are described in commonly assigned U.S. Pat. No. 8,095,531, titledMETHODS AND SYSTEMS FOR CONTROLLING ACCESS TO CUSTOM OBJECTS IN ADATABASE, by Weissman et al., issued on Jan. 10, 2012, and herebyincorporated by reference in its entirety and for all purposes.

In one implementation, a user can edit a feed of a record if the userhas access to the record, e.g., deleting or editing a feed item. Inanother implementation, a user (besides an administrator) cannot edit afeed item, except for performing an action from which a feed item can becreated. In one example, a user is first has to have access to aparticular record and field for a feed item to be created based on anaction of the user. In this case, an administrator can be considered tobe a user with MODIFY-ALL-DATA security level. In yet anotherimplementation, a user who created the record can edit the feed.

In one implementation, the text of posts are stored in a child table(post table 950), which can be cross-referenced with event history table910. Post table 950 can include event ID 951 (to cross-reference withevent ID 911), post text 952 to store the text of the post, andtime/date 953. An entry in post table 950 can be considered a feed postobject.

VIII. Subscribing to Users and Records to Follow

As described above, a user can follow users, groups, and records.Implementations can provide mechanisms for a user to manage which users,groups, and records that the user is currently following. In oneimplementation, a user can be limited to the number of users and records(collectively or separately) that the user can follow. For example, auser may be restricted to only following 10 users and 15 records, or asanother example, 25 total. Alternatively, the user may be permitted tofollow more or less users.

In one implementation, a user can go to a page of a record and thenselect to follow that object (e.g., with a button marked “follow” or“join”). In another implementation, a user can search for a record andhave the matching records show up in a list. The search can includecriteria of records that the user might want to follow. Such criteriacan include the owner, the creation date, last comment date, andnumerical values of particular fields (e.g., an opportunity with a valueof more than $10,000).

A follow button (or other activation object) can then reside next toeach record in the resulting list, and the follow button can be selectedto start following the record. Similarly, a user can go to a profilepage of a user and select to follow the user, or a search for users canprovide a list, where one or more users can be selected for followingfrom the list. The selections of subscribing and unsubscribing can addand delete rows in table 920.

In some implementations, a subscription center acts as a centralizedplace in a database application (e.g., application platform 18) tomanage which records a user subscribes to, and which field updates theuser wants to see in feed tracked updates. The subscription center canuse a subscription table to keep track of the subscriptions of varioususers. In one implementation, the subscription center shows a list ofall the items (users and records) a user is subscribed to. In anotherimplementation, a user can unsubscribe to subscribed objects from thesubscription center.

A. Automatic Subscription

FIG. 9B shows a flowchart of an example of a method 900 forautomatically subscribing a user to an object in a database system,performed in accordance with some implementations. Any of the followingblocks can be performed wholly or partially with the database system,and in particular by one or more processor of the database system.

In block 901, one or more properties of an object stored in the databasesystem are received. The properties can be received from administratorsof the database system, or from users of the database system (which maybe an administrator of a customer organization). The properties can berecords or users, and can include any of the fields of the object thatare stored in the database system. Examples of properties of a recordinclude: an owner of the record, a user that converted the record fromone record type to another record type, whether the first user hasviewed the record, and a time the first user viewed the record. Examplesof properties of a user include: which organization (tenant) the user isassociated with, the second user's position in the same organization,and which other users the user had emailed or worked with on projects.

In block 902, the database system receives one or more criteria aboutwhich users are to automatically follow the object. Examples of thecriteria can include: an owner or creator of a record is to follow therecord, subordinates of an owner or creator of a record are to followthe record, and a user is to follow his/her manager, the user's peers,other users in the same business group as the user, and other users thatthe user has emailed or worked with on a project. The criteria can bespecific to a user or group of users (e.g., users of a tenant).

In block 903, the database system determines whether the one or moreproperties of the object satisfy the one or more criteria for a firstuser. In one implementation, this determination can occur by firstobtaining the criteria and then determining objects that satisfy thecriteria. The determination can occur periodically, at time of creationof an object, or at other times.

In block 904, if the criteria are satisfied, the object is associatedwith the first user. The association can be in a list that storesinformation as to what objects are being followed by the first user.User subscription table 940 is an example of such a list. In oneimplementation, the one or more criteria are satisfied if one propertysatisfies at least one criterion. Thus, if the criteria are that a userfollows his/her manager and the object is the user's manager, then thefirst user will follow the object.

In one implementation, a user can also be automatically unsubscribed,e.g., if a certain action happens. The action could be a change in theuser's position within the organization, e.g., a demotion or becoming acontractor. As another example, if a case gets closed, then usersfollowing the case may be automatically unsubscribed.

IX. Adding Items to a Feed

As described above, a feed includes feed items, which include feedtracked updates and messages, as defined herein. Various feeds can begenerated. For example, a feed can be generated about a record or abouta user. Then, users can view these feeds. A user can separately view afeed of a record or user, e.g., by going to a home page for the user orthe record. As described above, a user can also follow another user orrecord and receive the feed items of those feeds through a separate feedapplication. The feed application can provide each of the feeds that auser is following and, in some examples, can combine various feeds in asingle information feed.

A feed generator can refer to any software program running on aprocessor or a dedicated processor (or combination thereof) that cangenerate feed items (e.g., feed tracked updates or messages) and combinethem into a feed. In one implementation, the feed generator can generatea feed item by receiving a feed tracked update or message, identifyingwhat feeds the item should be added to, and adding the feed. Adding thefeed can include adding additional information (metadata) to the feedtracked update or message (e.g., adding a document, sender of message, adetermined importance, etc.). The feed generator can also check to makesure that no one sees feed tracked updates for data that they don't haveaccess to see (e.g., according to sharing rules). A feed generator canrun at various times to pre-compute feeds or to compute themdynamically, or combinations thereof.

In one implementation, processor 417 in FIG. 4 can identify an eventthat meets criteria for a feed tracked update, and then generate thefeed tracked update. Processor 417 can also identify a message. Forexample, an application interface can have certain mechanisms forsubmitting a message (e.g., “submit” buttons on a profile page, detailpage of a record, “comment” button on post), and use of these mechanismscan be used to identify a message to be added to a table used to createa feed or added directly to a list of feed items ready for display.

A. Adding Items to a Pre-Computed Feed

In some implementations, a feed of feed items is created before a userrequests the feed. Such an implementation can run fast, but have highoverall costs for storage. In one implementation, once a profile feed ora record feed has been created, a feed item (messages and feed trackedupdates) can be added to the feed. The feed can exist in the databasesystem in a variety of ways, such as a related list. The feed caninclude mechanisms to remove items as well as add them.

As described above, a news feed can be an aggregated feed of all therecord feeds and profile feeds to which a user has subscribed. The newsfeed can be provided on the home page of the subscribing user.Therefore, a news feed can be created by and exist for a particularuser. For example, a user can subscribe to receive entity feeds ofcertain records that are of interest to the user, and to receive profilefeeds of people that are of interest (e.g., people on a same team, thatwork for the user, are a boss of the user, etc.). A news feed can tell auser about all the actions across all the records (and people) whom haveexplicitly (or implicitly) been subscribed to via the subscriptionscenter (described above).

In one implementation, only one instance of each feed tracked update isshown on a user's news feed, even if the feed tracked update ispublished in multiple entities to which the user is subscribed. In oneaspect, there may be delays in publishing news articles. For example,the delay may be due to queued up messages for asynchronous entity feedtracked update persistence. Different feeds may have different delays(e.g., delay for new feeds, but none of profile and entity feeds). Inanother implementation, certain feed tracked updates regarding asubscribed profile feed or an entity feed are not shown because the useris not allowed access, e.g., due to sharing rules (which restrict whichusers can see which data). Also, in one implementation, data of therecord that has been updated (which includes creation) can be providedin the feed (e.g., a file or updated value of a feed can be added as aflash rendition).

B. Dynamically Generating Feeds

In some implementations, a feed generator can generate the feed itemsdynamically when a user requests to see a particular feed, e.g., aprofile feed, entity feed, or the user's news feed. In oneimplementation, the most recent feed items (e.g., top 50) are generatedfirst. In one aspect, the other feed items can be generated as abackground process, e.g., not synchronously with the request to view thefeed. However, since the background process is likely to complete beforea user gets to the next 50 feed items, the feed generation may appearsynchronous. In another aspect, the most recent feed items may or maynot include comments, e.g., that are tied to feed tracked updates orposts.

In one implementation, the feed generator can query the appropriatesubset of tables shown in FIG. 9A and/or other tables as necessary, togenerate the feed items for display. For example, the feed generator canquery the event history table 910 for the updates that occurred for aparticular record. The ID of the particular record can be matchedagainst the ID of the record. In one implementation, changes to a wholeset of records can be stored in one table. The feed generator can alsoquery for status updates, posts, and comments, each of which can bestored in different parts of a record or in separate tables, as shown inFIG. 9A. What gets recorded in the entity event history table (as wellas what is displayed) can be controlled by a feed settings page insetup, which can be configurable by an administrator and can be the samefor the entire organization, as is described above for custom feeds.

In one implementation, there can be two feed generators. For example,one generator can generate the record and profile feeds and anothergenerator can generate news feeds. For the former, the feed generatorcan query identifiers of the record or the user profile. For the latter,the news feed generator can query the subscribed profile feeds andrecord feeds, e.g., user subscription table 940. In one implementation,the feed generator looks at a person's subscription center to decidewhich feeds to query for and return a list of feed items for the user.The list can be de-duped, e.g., by looking at the event number andvalues for the respective table, such as field name or ID, comment ID,or other information.

C. Adding Information to Feed Tracked Update Tables

FIG. 10 shows a flowchart of an example of a method 1000 for savinginformation to feed tracking tables, performed in accordance with someimplementations. In one implementation, some of the blocks may beperformed regardless of whether a specific event or part of an event(e.g., only one field of an update is being tracked) is being tracked.In various implementations, a processor or set of processors (hardwiredor programmed) can perform method 1000 and any other method describedherein.

In block 1010, data indicative of an event is received. The data mayhave a particular identifier that specifies the event. For example,there may be a particular identifier for a field update. In anotherimplementation, the transaction may be investigated for keywordsidentifying the event (e.g., terms in a query indicating a close, changefield, or create operations).

In block 1020, it is determined whether the event is being tracked forinclusion into feed tracked update tables. The determination of what isbeing tracked can be based on a tenant's configuration as describedabove. In one aspect, the event has an actor (person performing anevent), and an object of the event (e.g., record or user profile beingchanged).

In block 1030, the event is written to an event history table (e.g.,table 910). In one implementation, this feed tracking operation can beperformed in the same transaction that performs a save operation forupdating a record. In another implementation, a transaction includes atleast two roundtrip database operations, with one roundtrip being thedatabase save (write), and the second database operation being thesaving of the update in the feed tracked update table. In oneimplementation, the event history table is chronological. In anotherimplementation, if user A posts on user B's profile, then user A isunder the “created by” 913 and user B is under the object ID 912.

In block 1040, a field change table (e.g., field change table 920) canbe updated with an entry having the event identifier and fields thatwere changed in the update. In one implementation, the field changetable is a child table of the event history table. This table caninclude information about each of the fields that are changed. Forexample, for an event that changes the name and balance for an accountrecord, an entry can have the event identifier, the old and new name,and the old and new balance. Alternatively, each field change can be ina different row with the same event identifier. The field name or ID canalso be included to determine which field the values are associated.

In block 1050, when the event is a post, a post table (e.g., post table950) can be updated with an entry having the event identifier and textof the post. In one implementation, the field change table is a childtable of the event history table. In another implementation, the textcan be identified in the transaction (e.g., a query command), strippedout, and put into the entry at the appropriate column. The varioustables described herein can be combined or separated in various ways.For example, the post table and the field change table may be part ofthe same table or distinct tables, or may include overlapping portionsof data.

In block 1060, a comment is received for an event and the comment isadded to a comment table (e.g., comment table 930). The comment could befor a post or an update of a record, from which a feed tracked updatecan be generated for display. In one implementation, the text can beidentified in the transaction (e.g., a query command), stripped out, andput into the entry at the appropriate column.

D. Reading Information from Feed Tracked Update Tables

FIG. 11 shows a flowchart of an example of a method 1100 for reading afeed item as part of generating a feed for display, performed inaccordance with some implementations. In one implementation, the feeditem may be read as part of creating a feed for a record.

In block 1110, a query is received for an events history table (e.g.,event history table 910) for events related to a particular record. Inone implementation, the query includes an identifier of the record forwhich the feed is being requested. In various implementations, the querymay be initiated from a detail page of the record, a home page of a userrequesting the record feed, or from a listing of different records(e.g., obtained from a search or from browsing).

In block 1120, the user's security level can be checked to determine ifthe user can view the record feed. Typically, a user can view a recordfeed, if the user can access the record. This security check can beperformed in various ways. In one implementation, a first table ischecked to see if the user has a classification (e.g., a security levelthat allows him to view records of the given type). In anotherimplementation, a second table is checked to see if the user is allowedto see the specific record. The first table can be checked before thesecond table, and both tables can be different sections of a same table.If the user has requested the feed from the detail page of the record,one implementation can skip the security level check for the recordsince the check was already done when the user requested to view thedetail page.

In one implementation, a security check is determined upon each requestto view the record feed. Thus, whether or not a feed item is displayedto a user is determined based on access rights, e.g., when the userrequests to see a feed of a record or a news feed of all the objects theuser is following. In this manner, if a user's security changes, a feedautomatically adapts to the user's security level when it is changed. Inanother implementation, a feed can be computed before being requestedand a subsequent security check can be made to determine whether theperson still has access right to view the feed items. The security(access) check may be at the field level, as well as at the recordlevel.

In block 1130, if the user can access the record, a field level securitytable can be checked to determine whether the user can see particularfields. In one implementation, only those fields are displayed to theuser. Alternatively, a subset of those the user has access to isdisplayed. The field level security check may optionally be performed atthe same time and even using the same operation as the record levelcheck. In addition, the record type check may also be performed at thistime. If the user can only see certain fields, then any feed itemsrelated to those fields (e.g., as determined from field change table920) can be removed from the feed being displayed.

In block 1140, the feed items that the user has access to are displayed.In one implementation, a predetermined number (e.g., 20) of feed itemsare displayed at a time. The method can display the first 20 feed itemsthat are found to be readable, and then determine others while the useris viewing the first 20. In another implementation, the other feed itemsare not determined until the user requests to see them, e.g., byactivating a see more link.

FIG. 12 shows a flowchart of an example of a method 1200 for reading afeed item of a profile feed for display, performed in accordance withsome implementations. In one implementation, the query includes anidentifier of the user profile feed that is being requested. Certainblocks may be optional, as is also true for other methods describedherein. For example, security checks may not be performed.

In block 1210, a query is directed to an event history table (e.g.,event history table 910) for events having a first user as the actor ofthe event (e.g., creation of an account) or on which the event occurred(e.g., a post to the user's profile). In various implementations, thequery may be initiated by a second user from the user's profile page, ahome page of a user requesting the profile feed (e.g., from a list ofusers being followed), or from a listing of different users (e.g.,obtained from a search or from browsing). Various mechanisms fordetermining aspects of events and obtaining information from tables canbe the same across any of the methods described herein.

In block 1220, a security check may also be performed on whether thesecond user can see the first user's profile. In one implementation anyuser can see the profile of another user of the same tenant, and block1220 is optional.

In block 1230, a security (access) check can be performed for the feedtracked updates based on record types, records, and/or fields, as wellsecurity checks for messages. In one implementation, only the feedtracked updates related to records that the person has updated are theones that need security check as the feed items about the user arereadable by any user of the same tenant. Users of other tenants are notnavigable, and thus security can be enforced at a tenant level. Inanother implementation, messages can be checked for keywords or links toa record or field that the second user does not have access.

As users can have different security classifications, it is importantthat a user with a low-level security cannot see changes to records thathave been performed by a user with high-level security. In oneimplementation, each feed item can be checked and then the viewableresults displayed, but this can be inefficient. For example, such asecurity check may take a long time, and the second user would like toget some results sooner rather than later. The following blocksillustrate one implementation of how security might be checked for afirst user that has a lot of feed items, but the second user cannot seemost of them. This implementation can be used for all situations, butcan be effective in the above situation.

In block 1231, a predetermined number of entries are retrieved from theevent history table (e.g., starting from the most recent, which may bedetermined from the event identifier). The retrieved entries may just beones that match the user ID of the query. In one implementation, entriesare checked to find the entries that are associated with the user andwith a record (i.e. not just posts to the user account). In anotherimplementation, those entries associated with the user are allowed to beviewed, e.g., because the second user can see the profile of the firstuser as determined in block 1220.

In block 1232, the record identifiers are organized by type and the typeis checked on whether the second user can see the record types. Otherchecks such as whether a record was manually shared (e.g., by the owner)can also be performed. In one implementation, the queries for thedifferent types can be done in parallel.

In block 1233, if a user can see the record type, then a check can beperformed on the specific record. In one implementation, if a user cansee a record type, then the user can see all of the records of thattype, and so this block can be skipped. In another implementation, thesharing model can account for whether a user below the second user(e.g., the second user is a manager) can see the record. In such animplementation, the second user may see such a record. In oneimplementation, if a user cannot see a specific record, then comments onthat record are also not viewable.

In block 1234, field level sharing rules can be used to determinewhether the second user can see information about an update or value ofcertain fields. In one implementation, messages can be analyzed todetermine if reference to a particular field name is made. If so, thenfield level security can be applied to the messages.

In block 1280, blocks 1231-1234 are repeated until a stopping criterionis met. In one implementation, the stopping criteria may be when amaximum number (e.g., 100) of entries that are viewable have beenidentified. In another implementation, the stopping criteria can be thata maximum number (e.g., 500) of entries from the entity feed trackedupdate table have been analyzed, regardless of whether the entries areviewable or not.

In one implementation, a news feed can be generated as a combination ofthe profile feeds and the entity feeds, e.g., as described above. In oneimplementation, a list of records and user profiles for the queries inblocks 1110 and 1210 can be obtained form user subscription table 940.In one implementation, there is a maximum number of objects that can befollowed.

E. Partial Pre-Computing of Items for a Feed

FIG. 13 shows a flowchart of an example of a method 1300 of storingevent information for efficient generation of feed items to display in afeed, performed in accordance with some implementations. In variousimplementations, method 1300 can be performed each time an event iswritten to the event history table, or periodically based on some othercriteria (e.g., every minute, after five updates have been made, etc.).

In block 1310, data indicative of an event is received. The data may bethe same and identified in the same way as described for block 1010. Theevent may be written to an event history table (e.g., table 910).

In block 1320, the object(s) associated with the event are identified.In various implementations, the object may be identified by according tovarious criteria, such as the record being changed, the user changingthe record, a user posting a message, and a user whose profile themessage is being posted to.

In block 1330, the users following the event are determined. In oneimplementation, one or more objects that are associated with the eventare used to determine the users following the event. In oneimplementation, a subscription table (e.g., table 940) can be used tofind the identified objects. The entries of the identified objects cancontain an identifier (e.g., user ID 941) of each the users followingthe object

In block 1340, the event and the source of the event, e.g., a record(for a record update) or a posting user (for a user-generated post) arewritten to a news feed table along with an event identifier. In oneimplementation, such information is added as a separate entry into thenews feed table along with the event ID. In another implementation, eachof the events for a user is added as a new column for the row of theuser. In yet another implementation, more columns (e.g., columns fromthe other tables) can be added.

News feed table 960 shows an example of such a table with user ID 961and event ID or pointer 962. The table can be organized in any manner.One difference from event history table 910 is that one event can havemultiple entries (one for each subscriber) in the news feed table 960.In one implementation, all of the entries for a same user are groupedtogether, e.g., as shown. The user U819 is shown as following events E37and E90, and thus any of the individual feed items resulting from thoseevents. In another implementation, any new entries are added at the endof the table. Thus, all of the followers for a new event can be added asa group. In such an implementation, the event IDs would generally begrouped together in the table. Of course, the table can be sorted in anysuitable manner.

In an implementation, if the number of users is small, then the feeditems in one or more of the tables may be written as part of the samewrite transaction. In one implementation, the determination of smalldepends on the number of updates performed for the event (e.g., amaximum number of update operations may be allowed), and if moreoperations are performed, then the addition of the feed items isperformed. In one aspect, the number of operations can be counted by thenumber of rows to be updated, including the rows of the record (whichdepends on the update event), and the rows of the feed tracked updatetables, which can depend on the number of followers. In anotherimplementation, if the number of users is large, the rest of the feeditems can be created by batch. In one implementation, the feed items arewritten as part of a different transaction, i.e., by batch job.

In one implementation, security checks can be performed before an entryis added to the news feed table 960. In this manner, security checks canbe performed during batch jobs and may not have to be performed at thetime of requesting a news feed. In one implementation, the event can beanalyzed and if access is not allowed to a feed item of the event, thenan entry is not added. In one aspect, multiple feed items for a sameuser may not result from a same event (e.g., by how an event is definedin table 910), and thus there is no concern about a user missing a feeditem that he/she should be able to view.

In block 1350, a request for a news feed is received from a user. In oneimplementation, the request is obtained when a user navigates to theuser's home page. In another implementation, the user selects a table,link, or other page item that causes the request to be sent.

In block 1360, the news feed table and other tables are accessed toprovide displayable feed items of the news feed. The news feed can thenbe displayed. In one implementation, the news feed table can then bejoined with the event history table to determine the feed items. Forexample, the news feed table 960 can be searched for entries with aparticular user ID. These entries can be used to identify event entriesin event history table 910, and the proper information from any childtables can be retrieved. The feed items (e.g., feed tracked updates andmessages) can then be generated for display.

In one implementation, the most recent feed items (e.g., 100 mostrecent) are determined first. The other feed items may then bedetermined in a batch process. Thus, the feed item that a user is mostlikely to view can come up first, and the user may not recognize thatthe other feed items are being done in batch. In one implementation, themost recent feed items can be gauged by the event identifiers. Inanother implementation, the feed items with a highest importance levelcan be displayed first. The highest importance being determined by oneor more criteria, such as, who posted the feed item, how recently, howrelated to other feed items, etc.

In one implementation where the user subscription table 940 is used todynamically create a news feed, the query would search the subscriptiontable, and then use the object IDs to search the event history table(one search for each object the user is following). Thus, the query forthe news feed can be proportional to the number of objects that one wassubscribing to. The news feed table allows the intermediate block ofdetermining the object IDs to be done at an earlier stage so that therelevant events are already known. Thus, the determination of the feedis no longer proportional to the number of object being followed.

In some implementations, a news feed table can include a pointer (asopposed to an event identifier) to the event history table for eachevent that is being followed by the user. In this manner, the evententries can immediately be retrieved without having to perform a searchon the event history table. Security checks can be made at this time,and the text for the feed tracked updates can be generated.

X. Display of a Feed

Feeds include messages and feed tracked updates and can show up in manyplaces in an application interface with the database system. In oneimplementation, feeds can be scoped to the context of the page on whichthey are being displayed. For example, how a feed tracked update ispresented can vary depending on which page it is being displayed (e.g.,in news feeds, on a detail page of a record, and even based on how theuser ended up at a particular page). In another implementation, only afinite number of feed items are displayed (e.g., 50). In oneimplementation, there can be a limit specifically on the number of feedtracked updates or messages displayed. Alternatively, the limit can beapplied to particular types of feed tracked updates or messages. Forexample, only the most recent changes (e.g., 5 most recent) for a fieldmay be displayed. Also, the number of fields for which changes aredisplayed can also be limited. Such limits can also be placed on profilefeeds and news feeds. In one implementation, feed items may also besubject to certain filtering criteria before being displayed, e.g., asdescribed below.

XI. Filtering and Searching Feeds

It can be possible that a user subscribes to many users and records,which can cause a user's news feed to be very long and include many feeditems. In such instances, it can be difficult for the user to read everyfeed item, and thus some important or interesting feed items may not beread. In some implementations, filters may be used to determine whichfeed items are added to a feed or displayed in the feed.

FIG. 14 shows a flowchart of an example of a method 1400 for creating acustom feed for users of a database system using filtering criteria,performed in accordance with some implementations. Any of the followingblocks can be performed wholly or partially with the database system,and in particular by one or more processor of the database system.

In block 1410, one or more criteria specifying which feed items are tobe displayed to a first user are received from a tenant. In oneimplementation, the criteria specify which items to add to the customfeed. For example, the criteria could specify to only include feed itemsfor certain fields of a record, messages including certain keywords, andother criteria mentioned herein. In another implementation, the criteriaspecify which items to remove from the custom feed. For example, thecriteria could specify not to include feed items about certain fields orincluding certain keywords.

In block 1420, the database system identifies feed items of one or moreselected objects that match the criteria. The feed items can be storedin the database, e.g., in one or more of the tables of FIG. 9A. In oneimplementation, the one or more selected objects are the objects thatthe first user is following. In another implementation, the one or moreselected objects is a single record whose record feed the first user isrequesting.

In block 1430, the feed items that match the criteria are displayed tothe first user in the custom feed. The generation of text for a feedtracked update can occur after the identification of the feed items(e.g., data for a field change) and before the display of the finalversion of the feed item.

In one implementation, the criteria are received before a feed item iscreated. In another implementation, the criteria are received from thefirst user. In one aspect, the criteria may only used for determiningfeeds to display to the first user. In yet another implementation, thecriteria are received from a first tenant and apply to all of the usersof the first tenant. Also, in an implementation where a plurality ofcriteria are specified, the criteria may be satisfied for a feed item ifone criterion is satisfied.

Some implementations can provide mechanisms to search for feed items ofinterest. For example, the feed items can be searched by keyword, e.g.,as entered by a user. As another example, a tab (or other selectiondevice) can show feed items about or from a particular user. In oneimplementation, only messages (or even just comments) from a particularuser can be selected. Besides searching for feed items that matchcriteria, one also could search for a particular feed item.

XII. Interacting with Records Using a Publisher of an Information Feed

FIG. 15 shows a flowchart of an example of a computer implemented method1500 to interact with records using a publisher to publish informationto an information feed of an online social network, performed inaccordance with some implementations. In FIG. 15, in one example, an appserver 288 in the on-demand service environment 200 of FIGS. 2A and 2Bincludes one or more processors configured to perform part or all ofmethod 1500. In other instances, one or more other computing devicessuch as user systems 12 and/or other servers retrieve, process, andexchange data to cooperate with app server 288 to perform the method.User input data can be received by a server over a data network from auser operating a user system 12 as shown in FIGS. 1A and 1B. In otherinstances, such data is received from a proxy server on behalf of a useror other data source. Various implementations of method 1500 arepossible, such that any of the servers described above with reference toFIG. 2B or other computing devices disclosed herein can be configured toreceive and process data and information in accordance with method 1500or any of the other methods described below.

At block 1502, a computing device receives a request to interact with achild record related to a parent record stored in a database system.Here, the child-parent relationship refers to a hierarchicalrelationship among records in a database system. For example, a taskrelating to an opportunity can be a child, while the opportunity is theparent. In another example, a deal related to an account is a child, andthe account is the parent.

In some implementations, the request at block 1502 may be received froman entity, such as a user who has a user profile in the online socialnetwork, via the user's smartphone, tablet, or other mobile computingdevice. In other instances, the request may be received from a group, anorganization or a record in the online social network.

In some implementations, the request to interact with the child recordmay be a request to create the record, a request to update the record, arequest to delete the record, a request to attach a file to the record,a request to view information associated with the record, a request todraft an email having a reference to the record, a request to log acall, a request to create an event, a request to write a note, or acombination thereof.

In some implementations, a request to interact with a child record maybe generated in response to a user selecting a button or a link in auser interface. For example, a user while viewing an account page mayselect a graphical button to create an opportunity related to theaccount. In response to the selection of the graphical button, a requestto create the opportunity record is generated.

In some implementations, a request to interact with a child record maybe generated in response to a detection of a command or a keywordentered in a publisher. For example, the detection of “#createAccount”or “#updateTask” in a publisher may result in the generation of arequest to create an account and/or update a task, respectively. In someinstances, the one or more computing devices performing method 1500 maydetect certain keywords in a publisher that are associated withinteracting with a record. For example, a user may enter “50,000 Casesfor ABC Stores for $40,000” into a publisher. In this example, the oneor more computing devices may be configured to determine a correlationof certain words and the creation of a record. Here, the combination ofthe keywords “Cases,” “ABC Stores” and “$,” may trigger one or morecomputing devices described herein to generate a request to create anopportunity.

At block 1504, child record information indicating a type of childrecord and field data to populate one or more fields of the child recordin the database system is received. In some implementations, the childrecord information may be included with the request received at block1502. In some implementations, child record information may be receivedin response to a user completing and submitting a form with theinformation. For example, based on the interaction requested at block1502, a pre-defined form with drop-down menus and text boxes may begenerated in a publisher to request the child record information fromthe user.

In some implementations, the information received to interact with achild record may indicate a type of child record related to the parentrecord. For instance, the type of child record may be a lead, a case, anaccount, an opportunity, a task, a contact, or a combination of types.Based on the type of the child record, a custom program can be executedto allow a user to interact with the child record. In other instances,user input may be requested to interact with the child record based onthe type of the child record.

In some implementations, the child record information may include fielddata to populate fields of the child record in a database system. Forinstance, based on the type of child record, certain fields may bepopulated in a database system to facilitate interaction with therecord. For example, an event record may include field data, such as thedate and time of the event, the names of invitees, and the venue. Inanother example, a task record may include field data, such as the nameof a task, name or names of the assignee to the task, and a due date. Insome implementations, the information to populate one or more fields ofthe child record in a database system may be determined in part by asystem administrator. For instance, some fields of the child record maybe populated with default values, or some fields may only be populatedwith values designated by a system administrator in accordance with asecurity clearance/permissions model.

In some implementations, the information received to interact with thechild record may further include message content. The message contentmay be generated via a publisher of an information feed. For instance,the message may be a post, a status update, a comment, a preferenceindication, and/or some other type of user-submitted data that can bepublished as a feed item in an information feed. For example, a user mayrequest to create a contact in a database system. The user may providespecific information about the contact, such as the name of the contact,phone number, email, title in an organization, and the organizationname. Further, the user may include a message, such as a comment,describing why the contact is useful and significant. In this way, auser may use a publisher displayed on a display device to simultaneouslycreate a contact record as well as generate a comment, thereby allowinga user to use a single interface component to interact with records in adatabase system as well as communicate and collaborate with other usersin an online social network.

In some implementations, the child record information may also includerecord relationship information indicating a relationship of a childrecord with records stored in the database system. For instance, therecord relationship information may include indicate that a child recordis related to one parent record or to multiple parent records. Forexample, record relationship information may indicate that a deal recordis related to multiple account records in a database system. In someinstances, the record relationship information may indicate that thechild record is a parent record to further child records.

At block 1506, using the child record information, the requestedinteraction with the child record is performed. For instance, if atblock 1502 a request to create a child record is received, then one ormore computing devices described herein may execute operations to createa row representing the child record in a database system. Further, thecomputing devices may perform operations to populate fields with thechild record information received at block 1504, and automaticallypopulate other fields with default data, such as an ID for the childrecord.

In other instances, if a request to delete a child record is received,then the one or more computing devices performing method 1500 mayexecute operations to remove a row from the database systemcorresponding to the child record. Alternatively, instead of deletingthe child record, the computing devices may execute operations thatsimply update a status of the child record, for instance, from “Active”to “Inactive,” and archive the child record in the database system.

Based on the request received at block 1502 and the child recordinformation received at block 1504, the computing devices may beconfigured to maintain and automatically execute default code to performthe requested interaction. In other instances, a user may provide orselect a script containing programming language instructions to performthe requested interactions.

FIG. 16 shows a flowchart of an example of a computer implemented method1600 to interact with records using a publisher to publish informationto an information feed of an online social network, performed inaccordance with some implementations. FIG. 16 is described withreference to FIGS. 18-27.

At block 1602, a request to interact with a child record related to aparent record stored in a database system is received at a computingdevice or computing devices configured to perform method 1600, asgenerally described above at block 1502 of method 1500.

For instance, a request to interact with a child record may be generatedin response to a user selecting a button, a link or a menu selection ina user interface. By way of example, FIG. 18 shows an example of a grouppage 1800 in the form a graphical user interface (GUI) as displayed on adisplay device, according to some implementations. The group page 1800includes GUI buttons 1802-1810 to allow a user to make a request tointeract with a child record. In this example, a user may select one ofthe GUI buttons to request to create a status update 1802, create a task1804, attach a file 1806, create a contact 1808, or create anopportunity 1810.

In another example, FIG. 19 shows an example of a group page 1900 in theform of a GUI as displayed on a display device, according to someimplementations. Here, feed item 1902 indicating that Clare McGrady hasshared a contact, Heidi Stevens, as indicated by contact recordinformation 1906. In this example, a user can interact with the HeidiStevens contact record by making a selection from a menu 1908 in thefeed item 1902. The user can select to add a task to the record, log acall or send an email in this example.

Returning to FIG. 16, at block 1604, it is determined whether an entity,such a user, a group or an organization that made the request receivedat block 1602, is a collaborator of the parent record.

In some implementations, an entity may be a collaborator of a parentrecord if the entity has permission to update data associated with theparent record and to create records related to the parent record.Conventionally, CRM systems limit the interaction with records to systemadministrators or owners of the records. As such, other users or groupscannot directly interact with the record without the assistance of anowner or of system administrator. In contrast, by determining whether anentity is a collaborator, the number of entities that can interact witha record is increased, thereby allowing for greater collaboration andgreater exchange of information related to a record. Additionally, bylimiting interactions of records to only entities that have certainpermissions, the amount of interaction can be controlled among differentcollaborators in compliance with security/permission models. As such, acollaborator can use a publisher of an online social network to interactwith records, while maintaining a certain security level and without theassistance of a system administrator or a record owner.

In some implementations, a collaborator may be a user, a group, a recordor an organization in an online social network. In some implementations,a collaborator of the parent record may be an owner of the parentrecord. Alternatively, or additionally, a collaborator of a parentrecord may be an entity other than an owner of the parent record.

In some implementations, the computing devices described herein mayperform operations to query a database to determine whether an entity isa collaborator. For instance, an entity may be determined to be acollaborator based on the entity's profile information. For example, auser's profile information may specify which accounts, deals,opportunities and/or cases the user is responsible for. In someinstances, a user's group membership may be used to deduce whether auser is a collaborator of a record. In this example, if user, JohnSoliman, is a member of the APAC team, then it is determined that JohnSoliman is a collaborator on the same records as the APAC team.

In some implementations, if it is determined that an entity is acollaborator, permissions associated with the entity may be furtherdetermined. A collaborator's permissions may specify the type ofinformation associated with a parent record that a collaborator mayaccess. For example, a collaborator on a K-Kola account may havepermission to view, update and create opportunities, tasks and contactsrelated to the K-Kola account, while another collaborator may only havepermissions to view and update cases and opportunities. In anotherexample, a collaborator's permissions may be based on the collaborator'srole in an organizational hierarchy. In this example, if it isdetermined that a collaborator is a Director or Vice President of theSales Team, then he can access and interact with public and privateinformation associated with an account. However, if a collaborator is aManager or a Sales Associate, then he may only have access to publiclyavailable information associated with the account.

In some implementations, an entity may be identified as a collaborator,and permissions of the collaborator may be determined by a systemadministrator and/or owner of the parent record. In otherimplementations, it may be determined that an entity is a collaboratorbased on identifying certain patterns and examining an entity'shistorical data that indicate that the entity is often associated withcertain records in a database system. In yet other implementations, thedetermination of a collaborator or permissions of a collaborator may bedictated by an organization's security policy.

In some implementations, if it is determined that an entity is not acollaborator of the parent record, then method 1600 may end. Otherwise,method 1600 proceeds to block 1606. At block 1606, publisher data issent to a display device at which the publisher is displayed. In someimplementations, the publisher is displayed on a display deviceassociated with an entity that made the request received at block 1602.

In some implementations, the publisher data may include operations togenerate display components, such as a form, graphical buttons,drop-down menus, and textboxes to include in a publisher displayed on anentity's display device, such as mobile phone, to allow the entity toinput information related to a child record. The publisher data mayfurther include operations to identify text, images and to retrieveother stylistic information to create display components in a publisher.In some instances, the publisher data may further include operations toretrieve field data of a child record from a database to populate anddisplay it in a form included in a publisher.

In some implementations, the publisher data that is sent to a displaydevice is based on the request received at block 1602. By way ofexample, FIG. 18 shows an example of publisher data used to generate aform in a publisher 1812 to allow a user to input information to createa contact to the group identified by page 1800. In this example, if arequest to create a contact record is received, then the publisher 1812includes a text box 1814 to include a message. The publisher furtherincludes text boxes to allow the user to enter a contact's name 1816,the contact's title in a company 1818, company name 1820, phone number1822, and email address 1824. The publisher further allows the user toupload a picture of the contact. In some instances, the picture may beauto-populated from a database after the user inputs the contact's namein the textbox 1816. The publisher 1812 further includes a dropdown menu1828 to allow the user to select entities with which the user wishes toshare the new contact's information when the user selects the sharebutton 1830.

When the user clicks on the share button 1830, then the message 1814 andthe contact record information (1816-1824) are communicated to one ormore computing devices performing method 1600, for instance, as a signalover network 14 in FIGS. 1A and 1B, and stored in a database as a recordrelated to the APAC Team group record. Further, the message and recordinformation may be included in a feed item for presentation in aninformation feed of followers of the user who created the contact recordand/or followers of the APAC Team.

In another example, FIG. 20 shows an example of an account page 2000 inthe form of a GUI as displayed on a display device, according to someimplementations. In FIG. 20, if a request to create a deal is received,then publisher 2004 includes a form to create a deal associated withaccount ABC Stores. In this example, publisher data is used to generatea text box 2006 to use to include a message, such as a comment or astatus update. The publisher data further includes data to generate textboxes to allow a user to enter the name of the deal 2008, and themonetary amount 2010. The publisher data may further include asearchable textbox 2012 such that the user can indicate which accountsthe deal is related to, and include operations to generate a calendar toallow the user to select a closing date 2014. Similar to FIG. 18,publisher 2004 may include a drop-down menu 2016 to allow a user toselect recipients with whom to share the new deal information when theuser selects a share button 2018.

In some implementations, when the user clicks on the share button 2018,then the message 2006 and the deal record information (2006-2014) arecommunicated to one or more computing devices performing method 1600,for instance, as a signal over network 14 in FIGS. 1A and 1B, and storedin a database as a record related to the ABC Stores account record.Further, the message and record information may be included in a feeditem for presentation in an information feed of followers of the userwho created the deal record and/or followers of the account.

In yet another example, FIG. 21 shows an example of a deal page 2100 inthe form of a GUI as displayed on a display device, according to someimplementations. In FIG. 21, if a request to create a task is received,then publisher 2102 includes a form to allow a user to create and assigna task related to deal A-5000 Cases 2104. Here, the publisher includesdisplay components that allow a user to provide a description of thetask 2106, assign the task 2108 to users, groups or organizations, andselect a due date 2110. Further, the publisher includes displaycomponents 2112 and 2114 to allow a user to select recipients with whomto share the newly created task information. In some implementations,when the task is created and stored as a child record of deal 2104, itmay trigger a feed tracked updated that results in a feed item includingtask information (2108-2110) and message content 2106 to be displayed inan information feed associated with the deal A-5000 Cases 2104.

In another example, FIG. 22 shows an example of a case page 2200 in theform of a GUI as displayed on a display device, according to someimplementations. In this example, a post from Clare McGrady for case2204 is received. Here, using the publisher 2208, a user can compose anemail to reply to the post by utilizing a form provided in the publisher2208. For instance, the user can select recipients 2210 of the email,include email content in a textbox 2212 and select a send email button2214 to send the email. In this example, when an email is sent via thepublisher 2208, then the email may be stored in a database as a childrecord of case 2204.

In yet another example, FIG. 23 shows an example of a group page 2300 inthe form of a GUI as displayed on a display device, according to someimplementations. In FIG. 23, when a request to create an event isreceived, publisher 2302 includes a form to create an event indicatingthe user's time off. The user can include a message 2304 that describeswhere she is going during her time off, select dates 2306 for her event,and select a share button 2308 to share her event with her colleagues.

Although FIGS. 18 and 20-23 illustrate examples of different types offorms in a publisher to create different types of records, the publisherdata is not limited to display components for creating records. Forinstance, publisher data may generate a form to update or delete arecord. For example, when a request to update information of a contact,Tanya Brooke, is received, a publisher may include a form similar to theform of publisher 1812 of FIG. 18. In this example, the computing devicemay perform a database query and auto-populate the form in the publisherwith Tanya Brooke's contact information. When a user updates Tanya'semail address, then Tanya Brooke's contact is updated with the new emailaddress. In other instances, the publisher data may generate displaycomponents in a publisher to enable a user to attach files, images,and/or links to a record.

In some implementations, the publisher data may include operations anddata to generate default display components that are set by a user or anadministrator of the database system. In other implementations, thepublisher data may be generated in accordance with code stored andexecuted on one or more servers described herein.

Returning to FIG. 16, at block 1608, child record information indicatinga type of child record and field data to populate one or more fields ofthe child record in the database system is received, as generallydescribed above at block 1504 of method 1500. By way of example, FIG. 24shows an example of a group page 2400 in the form a GUI as displayed ona display device, according to some implementations. In FIG. 24, apublisher 2402 includes a form to create a contact similar to thepublisher 1812 described with respect to FIG. 18. Here, a user, ClareMcGrady, provided contact information about Heidi Stevens, such as hername 2404, her role 2406 within the ABC Stores 2408 organization, herphone number 2410, her email address 2412, and a picture of Heidi 2414.Once Clare selects the share button 2416, a new contact record relatedto the APAC Team record is created in a database by populating fields ofthe contact record with contact information (2404-2414).

Further, in this example, using the publisher 2402, Clare included amessage 2418 describing why Heidi is a good contact and ABC Stores'sfuture plans to expand in Korea and Singapore. When Clare selects toshare 2416 Heidi's contact information, then the message may be includedin a feed item for presentation in an information feed of usersfollowing the APAC Team. Alternatively, the message and the contactinformation may be presented in feed items to users, groups andorganizations designated by Clare. By way of example, FIG. 25 shows anexample of a group page 2500 in the form a GUI as displayed on a displaydevice, according to some implementations. FIG. 25 shows a feed item2502 published in the group feed 2504 displayed in the group page 2500.In this example, feed item 2502 includes the content of the message andthe contact information provided in the publisher 2402 of FIG. 24. AsFIGS. 24 and 25 illustrate, the user interfaces of pages 2400 and 2500allow a user to interact with records using the publisher whilemaintaining a comprehensive view of relevant structured information,such as child records of a parent record, and unstructured information,such as comments, posts, emails and other user-submitted data byutilizing a single user interface.

In another example, FIG. 26 shows an example of an account page 2600 inthe form of a GUI as displayed on a display device, according to someimplementations. In FIG. 26, a publisher 2602 includes a form to createa deal associated with the account ABC Stores similar to publisher 2004of FIG. 20. Here a user, Madison Rigsby, provides information about thedeal, such as the name of the deal 2604, an account related to the deal2606, the value of the deal 2608, and the closing date 2610. WhenMadison shares the deal, it causes one or more computing devicesdescribed herein to create a deal record related to the ABC Storesaccount in a database system and populate fields of the deal record withthe deal information 2604-2610. Although FIG. 26 shows that the deal isonly related to the ABC Stores account, in some implementations, Madisoncan designate that the deal is a child record to additional parentrecords. Alternatively or additionally, Madison may designate childrecords to the deal itself, or designate various other combinations ofparent-child record relationships.

In FIG. 26, Madison includes a message 2614 about the case, “We're goingto start small to test out the product on the big island with the planof extending distribution state wide within 3 months.” Once Madisonshares the new deal, the message 2614 may be included in a feed item forpresentation in an information feed of followers of the account ABCStores. For example, FIG. 27 shows an example of an account page 2700 inthe form of a GUI as displayed on a display device, according to someimplementations. FIG. 27 shows a feed item 2702 published in the accountfeed 2704 displayed in the account page 2700. In this example, feed item2702 includes the message content and the deal information provided inthe publisher 2602 of FIG. 26. As FIGS. 26 and 27 illustrate, a user canuse a publisher of FIGS. 26 and 27 to interact with a record as well ascommunicate messages to collaborate with other users using a single userinterface. Further, the user interfaces of pages 2600 and 2700 allow auser to view and maintain all of the relevant information of the deal ina single user interface, thereby eliminating the need to switch amongdifferent applications to obtain a holistic view of a record.

Returning to FIG. 16, at block 1610, the requested interaction with thechild record is performed using the child record information received atblock 1608. In some implementations, block 1610 is implemented in asubstantially similar manner as described above with respect to block1506 of FIG. 15.

At block 1612, feed data is sent to display devices of users followingthe entity. In some implementations, the feed data may include the childrecord information and message content received at block 1608. FIGS. 25and 27 illustrate examples of feed items 2502 and 2702 that may begenerated to include in an information feed.

In some implementations, the feed data may provide further operations togenerate display components to allow a user to perform further actions.For instance, a feed item may include a menu, links, graphical buttonsto create a task, update a task, create an opportunity, update anopportunity, create a contact, update a contact, create a case, update acase, create an account, update an account, create an event, and updatean event related to a record. In some instances, feed data may includeoperations to generate graphical buttons that allow a user to publish afeed item to other online social networks, log a call, create an email,indicate a preference or make a comment.

By way of example, one or more computing devices performing method 1600can send feed data to generate feed items, such as information update1902 of FIG. 19, for inclusion in the group information feed 1910. Here,feed item 1902 includes contact record information 1906 as describedabove. Additionally, the feed item includes graphical buttons 1912 and1914 to allow a user to communicate the contact record information 1906to other online social networks, such as LinkedIn° and Twitter®. Thefeed item includes a publisher 1916 associated with contact recordinformation 1906 to allow a user to comment on the information 1906.Also, a user can indicate a preference for information 1906 by selectinga “Like” link 1918.

In some implementations, the feed data may further provide operations toidentify and retrieve data associated with the feed item, formulate orretrieve stylistic information for creating the feed item, and combinethe identified and retrieved data to provide feed data to generate afeed item or feed items for presentation in an information feed.

In some implementations, the feed data provided to the display devicesof users following a user or record is transmitted from a server such asapp server 288 over network 14 to a user system 12 of FIGS. 1A and 1B.In this example, the display device is one component of the user system12, which includes a processor configured to execute a web browserprogram to output a graphical presentation of the feed item andinformation feed on the display device, for instance, in a GUI. In otherexamples, the feed data provided to the display device at block 1612 isgenerated locally at user system 12. By the same token, one or more ofthe blocks 1602-1612 as described above can also be performed at usersystem 12 as an alternative to being performed at one or more servers inan online social network. The same is true for method 1500 and otherexamples of methods described herein.

While the examples of FIGS. 18-27 are often described in terms of a userinputting data, part or all of the data described can besystem-generated in other examples. For instance, a server can beconfigured to retrieve record information from a database andauto-populate publishers with record information. Further, as patternsare identified, such as the frequent and repeated mention of certainkeywords among identifiable users, the server can be configured toautomatically interact with records in accordance with those keywords orother data representing the identified patterns.

FIG. 17 shows a flowchart of an example of a computer implemented method1700 for presenting a record in an information feed of an online socialnetwork, performed in accordance with some implementations.

At block 1702, a request to present an information feed associated witha parent record is received at a computing device. In someimplementations, the request may be for a profile feed, an account feed,an opportunity feed, a lead feed, a contact feed, a task feed, or anyother feed associated with a CRM object.

In some implementations, the request may be received as part of arequest for a web page or user interface component that contains thefeed. For example, a user system may transmit a request for a web pageto one or more servers described herein. As part of providing therequested web page, the server may initiate the request for theinformation feed associated with the parent record.

At block 1704, one or more child records related to the parent recordare identified. In some implementations, one or more child recordsrelated to the parent record are identified based on the requestreceived at block 1702. For example, the request may include childrecord identifiers. In some implementations, the one or more childrecords related to the parent record may be identified by performing adatabase query using an identifier associated with the parent record,and the query may return a list of child record identifiers.

At block 1706, an unprocessed child record of the identified one or morechild records is selected. In some implementations, the unprocessedchild record may be selected from the child record identifiers mentionedabove.

At block 1708, it is determined whether information related to theunprocessed child record has been updated. In some implementations, thedetermination may be made in response to receiving a request. Forexample, a user's device may poll for an updated child record. As such,a request may be generated and transmitted to one or more servers todetermine whether a child record has been updated. The request may betransmitted periodically, based on a user's input, or based on somepredetermined schedule.

In some implementations, this determination may be made independent ofreceiving a request. For instance, the determination may be made by oneor more servers that perform a database query using a child recordidentifier retrieved at block 1704 for an unprocessed child record. Forexample, one or more servers may perform a database query when a triggercondition associated with a child record is detected. The triggercondition may be a creation of a new record related to the child record,a change in a value of a field associated with the child record, achange to a time stamp associated with the child record, a change in avalue in a feed table, or some combination thereof. In some otherinstances, one or more servers may be configured to periodically oraccording to some other schedule query databases and feed tables forupdated records.

In some implementations, the determination at block 1708 may be based onwhether information associated with the child record meets or exceeds adesignated threshold level. For example, if a status of an opportunityis updated from “Inactive” to “Active,” then the opportunity may beidentified as being updated. However, if the status of the opportunitychanges from “Closed” to “Inactive,” the opportunity may not beidentified as being updated. In another example, the designatedthreshold may be a specific delta of change of a value of a field of achild record. For example, if the sale value of a case changes by 10%,the case is identified as being updated. Alternatively, the designatedthreshold may be a value range. For example, if the sale value of thecase changes by 10-20%, then the case is determined to be updated.However, if the change in the sale value is less than 10%, then the caseis not determined to be updated.

In other instances, the designated threshold level may be a number ofupdates to the child record. In yet some other instances, the designatedthreshold may be a timeframe. For example, the timeframe may identifychanges that occurred in the last year, month, hour or minute.

In some implementations, if it is determined that the unprocessed childrecord has not been updated, then method 1700 may end. Alternatively, ifit is determined that the unprocessed child record has been updated,then method 1700 may proceed to block 1710. At block 1710, informationrelated to the unprocessed child record is selected for inclusion in afeed item. In some implementations, once it is determined that theunprocessed child record is updated at block 1708, a database query maybe performed to select all available information associated with thechild record for inclusion in a feed item.

In some implementations, at block 1710, the information is selected inaccordance with one or more factors. For instance, the selection atblock 1710 may be based on permissions or a security model designated bya system administrator or an organization. For example, informationassociated with a child record may be designated as public or private.In an illustrative example, public information of a new deal, CoffeeDeal, may include the monetary value of the deal, the number of units ofcoffee included in the order, the closing date of the deal, the name ofthe account, Coffee Hut, related to the deal, and comments made aboutthe deal. As such, in this example, the information that is designatedas public information is selected for inclusion in a feed item. However,information such as, contracts, files, non-disclosure statements, areprivate and are not selected for inclusion in a feed item.

In some instances, the information selected for inclusion in aninformation feed is based on permissions associated with the entity. Forexample, if a user is identified as a collaborator of a child record,then the user may have access to public and private information of thechild record. However, a user that is only designated as a follower ofthe child record may only have access to view public information. Insome instances, the permissions and clearance of an entity may bedetermined by user input, a system administrator, or an organization'sclearance and security policies.

In yet some other instances, the selection of information may be basedon the role of an entity in an organization. For example with referenceto the Coffee Hut example discussed above, a user, Jason Winters, is asales associate who accesses the Coffee Hut account. In this example,because Jason is a sales associate, the information selected forpresentation may identify deals, tasks, contacts, comments, emails, andpreference indications associated with the Coffee Hut account. Incontrast, when Luke Ball, the vice president of Sales, accesses theCoffee Hut account, the selection may include information selected forJason as well as other information such as contracts and filesassociated with various deals and opportunities related to the CoffeeHut account.

In some implementations, the selection of information may be madeindependent of permissions or a role of an entity. In someimplementations, data of fields of a record that are designated as keyfields may be selected. For example, for a contact record, the name ofthe contact and the phone number may be designated as key fields andselected for inclusion in a feed item. In another example, an assigneename and due date of a task record may be designated as key fields for atask record, and thus, always selected for inclusion in a feed item.

In some implementations, a value of a field of a record may be selectedif the value meets or exceeds certain designated threshold levels. Insome instances, the designated threshold levels may be similar to thedesignated threshold levels discussed above with reference to block1708. For example, if a sale value of a case changes by 10%, then theprevious and current sale values associated with the case may beselected for inclusion in a feed item.

In some implementations, information associated with the unprocessedchild record may be selected upon receipt of an indication that anupdate to the record was performed by a designated entity. In someinstances, the designated entity may be a specific user, a group, or anorganization. In other instances, the designated entity may be an entitythat has a specific role in an organizational hierarchy. For example, ifIan Swinson, a Director of Global Marketing at K-Kola, updates a closingdate for a case, then the updated closing date is included in a feeditem to allow Ian's followers and/or team members to be notified of thechange. In contrast, if Craig Villamor, an associate of GlobalMarketing, updates a closing date for a case, then the update may not beselected for inclusion in a feed item because Craig has a lower rolethan Ian. In other implementations, information may be selected if anupdate of a record is performed by an employee who is an Associate or aProduct Manager in an organization, but not a Director.

In some implementations, the selection of information may be based on atimeframe that the information of a record was updated. For example, thetimeframe may be a designated year, month, day, hour or some other timerange. If a value of a field of the unprocessed child record has changedwith the designated timeframe, then the value is selected for inclusionin a feed item.

In some implementations, the selection of information may be based onwhether the child record received a designated number of “likes” or anumber of comments. In other implementations, likes or commentsassociated with the child record may be selected regardless of thequantity of “likes” or “comments” received.

At block 1712, it is determined whether any unprocessed child records ofthe identified one or more child records remain. The determination madeat 1712 may involve determining whether each child record identifierreceived at block 1704 has been processed.

If it is determined that unprocessed child records remain, then method1700 returns back to block 1706. Otherwise, method 1700 continues toblock 1714.

At block 1714, feed data that includes the selected information relatedto the identified one or more child records is generated. In someimplementations, the feed data at block 1714 may be substantiallysimilar to the feed data described in block 1612 of FIG. 16. In someimplementations, the feed data includes the information selected atblock 1712 for inclusion in a single feed item. This way the informationmay be clumped into a single feed item to minimize the number of feeditems published in an information feed. In other implementations, thefeed data may include data to generate a feed item for selectedinformation of each of the identified one or more child records.

At block 1716, the feed data is stored in one or more storage mediums togenerate feed items for presentation in the information feed. In someimplementations, the feed data may be stored by a server for inclusionin an information feed at a user's device. For instance, the feed datamay be stored in a database, such as a multitenant database accessibleto a plurality of tenants and/or stored in RAM or a hard drive situatedat the user's device.

In some implementations, rather than storing the feed data at block1716, the feed items may be immediately communicated and presented in aninformation feed displayed on a user's device in a substantially similarmanner as described above with reference to block 1612 of FIG. 16.

The specific details of the specific aspects of implementationsdisclosed herein may be combined in any suitable manner withoutdeparting from the spirit and scope of the disclosed implementations.However, other implementations may be directed to specificimplementations relating to each individual aspect, or specificcombinations of these individual aspects.

While the disclosed examples are often described herein with referenceto an implementation in which an on-demand database service environmentis implemented in a system having an application server providing afront end for an on-demand database service capable of supportingmultiple tenants, the present implementations are not limited tomulti-tenant databases nor deployment on application servers.Implementations may be practiced using other database architectures,i.e., ORACLE®, DB2® by IBM and the like without departing from the scopeof the implementations claimed.

It should be understood that some of the disclosed implementations canbe embodied in the form of control logic using hardware and/or usingcomputer software in a modular or integrated manner. Other ways and/ormethods are possible using hardware and a combination of hardware andsoftware.

Any of the software components or functions described in thisapplication may be implemented as software code to be executed by aprocessor using any suitable computer language such as, for example,Java, C++ or Perl using, for example, conventional or object-orientedtechniques. The software code may be stored as a series of instructionsor commands on a computer-readable medium for storage and/ortransmission, suitable media include random access memory (RAM), a readonly memory (ROM), a magnetic medium such as a hard-drive or a floppydisk, or an optical medium such as a compact disk (CD) or DVD (digitalversatile disk), flash memory, and the like. The computer-readablemedium may be any combination of such storage or transmission devices.Computer-readable media encoded with the software/program code may bepackaged with a compatible device or provided separately from otherdevices (e.g., via Internet download). Any such computer-readable mediummay reside on or within a single computing device or an entire computersystem, and may be among other computer-readable media within a systemor network. A computer system, or other computing device, may include amonitor, printer, or other suitable display for providing any of theresults mentioned herein to a user.

While various implementations have been described herein, it should beunderstood that they have been presented by way of example only, and notlimitation. Thus, the breadth and scope of the present applicationshould not be limited by any of the implementations described herein,but should be defined only in accordance with the following andlater-submitted claims and their equivalents.

What is claimed is:
 1. A computer implemented method to interact withrecords using a publisher configured to publish information to aninformation feed of an online social network, the method comprising:receiving, at a computing device, a request to interact with a childrecord related to a parent record stored in a database system, therequest to interact with the child record being generated via thepublisher displayed in a user interface on a display device, the userinterface configured to display the information feed in association withan entity of the online social network; receiving child recordinformation indicating a type of the child record and field data topopulate one or more fields of the child record in the database system,the field data being differentiated from message content generated viathe publisher to include in a feed item for presentation in theinformation feed displayed on display devices of one or more usersfollowing the parent record in the online social network; andperforming, using the child record information, the requestedinteraction with the child record.
 2. The method recited in claim 1,wherein the request to interact with the child record is one of: arequest to create the child record, a request to update the childrecord, a request to delete the child record, a request to attach a fileto the child record, and a request to view information associated withthe child record.
 3. The method recited in claim 1, wherein at least aportion of the child record information is generated via the publisherdisplayed in the user interface on the display device.
 4. The methodrecited in claim 1, further comprising: determining that the entity is acollaborator of the parent record, the collaborator having permission toupdate parent record data and to create records related to the parentrecord.
 5. The method recited in claim 4, wherein the collaborator ofthe parent record is different from an owner of the parent record. 6.The method recited in claim 4, wherein the collaborator of the parentrecord is an owner of the parent record.
 7. The method recited in claim4, wherein the collaborator is one of: a user, a group, a record and anorganization of the online social network.
 8. The method recited inclaim 1, further comprising: sending feed data to the display devices ofthe users following the entity, the feed data including a feed item tobe presented in the information feed, the feed item including the childrecord information and the message content.
 9. The method recited inclaim 1, wherein the parent record or the child record is a customerrelationship management (CRM) object being one of: a lead, a case, anaccount, an opportunity, a task and a contact.
 10. The method recited inclaim 1, wherein the type of the child record indicates that the childrecord is one of: a lead, a case, an account, an opportunity, a task anda contact.
 11. The method recited in claim 1, further comprising:sending publisher data, based on the request to interact with the childrecord, to the display device at which the publisher is displayed, thepublisher data providing one or more components operable to receive userinput indicating at least a portion of the child record information. 12.The method recited in claim 1, wherein the child record informationfurther includes record relationship information indicating a furtherrelationship of the child record with a further record stored in thedatabase system.
 13. The method recited in claim 1, further comprising:identifying a further child record related to the parent record;determining that information related to the further child record hasbeen updated; selecting, in accordance with one or more factors,information related to the further child record for inclusion in afurther feed item; generating the further feed item data that includesthe selected information to generate the further feed item forpresentation in the information feed displayed on display devices of oneor more users following the parent record in the online social network;and storing the further feed item data in one or more storage mediums togenerate the further feed item for presentation in the information feed.14. The method recited in claim 13, wherein the factors include one ormore of: access permissions of the entity, a role of the entity, a fieldof the further child record, an indication that an update to the furtherchild record was performed by a designated entity, and a timeframe. 15.The method recited in claim 13, wherein determining that the informationassociated with the further child record has been updated includes:determining that the associated information meets or exceeds adesignated threshold level.
 16. The method recited in claim 15, whereinthe designated threshold level is one of: a number of updates to thefurther child record, a timeframe of the update, and a designated changein a value of a field of the further child record.
 17. The methodrecited in claim 13, wherein the selected information includes one ormore of: a number of likes associated with the further child record,comments associated with the further child record, and a further fielddata of a field of the further child record.
 18. The method recited inclaim 13, wherein generating the further feed item data furtherincludes: determining one or more actions that are selectable by theentity; and generating action data to display at the display device, theaction data providing one or more components operable to receive aselection from the entity of the one or more actions.
 19. The methodrecited in claim 18, wherein the one or more actions include one or moreof: create a task, update a task, create an opportunity, update anopportunity, create a contact, update a contact, create a case, update acase, create an account, update an account, create an event, update anevent, publish to one or more feed items to other online socialnetworks, log call, create an email, create a like, and create acomment.
 20. One or more computing devices to interact with recordsusing a publisher configured to publish information to an informationfeed of an online social network, the one or more computing devicescomprising: one or more processors operable to execute one or moreinstructions to: receive a request to interact with a child recordrelated to a parent record stored in a database system, the request tointeract with the child record being generated via the publisherdisplayed in a user interface on a display device, the user interfaceconfigured to display the information feed in association with an entityof the online social network; receive child record informationindicating a type of the child record and field data to populate one ormore fields of the child record in the database system, the field databeing differentiated from message content generated via the publisher toinclude in a feed item for presentation in the information feeddisplayed on display devices of one or more users following the parentrecord in the online social network; and perform, using the child recordinformation, the requested interaction with the child record.
 21. Theone or more computing devices of claim 20, wherein the request tointeract with the child record is one of: a request to create the childrecord, a request to update the child record, a request to delete thechild record, a request to attach a file to the child record, and arequest to view information associated with the child record.
 22. Theone or more computing devices of claim 20, wherein at least a portion ofthe child record information is generated via the publisher displayed inthe user interface on the display device.
 23. The one or more computingdevices of claim 20, wherein the one or more processors are furtheroperable to execute one or more instructions to: send feed data to thedisplay devices of the users following the entity, the feed dataincluding a feed item to be presented in the information feed, the feeditem including the child record information and the message content. 24.The one or more computing devices of claim 20, wherein the parent recordor the child record is a CRM object being one of: a lead, a case, anaccount, an opportunity, a task and a contact.
 25. The one or morecomputing devices of claim 20, wherein the type of the child recordindicates that the child record is one of: a lead, a case, an account,an opportunity, a task and a contact.
 26. The one or more computingdevices of claim 20, wherein the one or more processors are furtheroperable to execute one or more instructions to: send publisher data,based on the request to interact with the child record, to the displaydevice at which the publisher is displayed, the publisher data providingone or more components operable to receive user input indicating atleast a portion of the child record information.
 27. A non-transitorycomputer-readable storage medium storing instructions executable by acomputing device to perform a method to interact with records using apublisher configured to publish information to an information feed of anonline social network, the method comprising: receiving, at a computingdevice, a request to interact with a child record related to a parentrecord stored in a database system, the request to interact with thechild record being generated via the publisher displayed in a userinterface on a display device, the user interface configured to displaythe information feed in association with an entity of the online socialnetwork; receiving child record information indicating a type of thechild record and field data to populate one or more fields of the childrecord in the database system, the field data being differentiated frommessage content generated via the publisher to include in a feed itemfor presentation in the information feed displayed on display devices ofone or more users following the parent record in the online socialnetwork; and performing, using the child record information, therequested interaction with the child record.
 28. The non-transitorycomputer-readable storage medium of claim 27, wherein the request tointeract with the child record is one of: a request to create the childrecord, a request to update the child record, a request to delete thechild record, a request to attach a file to the child record, and arequest to view information associated with the child record.